OUR TWO GOALS FOR YOU:

1. TO GIVE YOU FINANCIAL PEACE OF MIND

2. TO HAVE YOUR MONEY LAST AS LONG AS YOU DO

If you are over 50, retired or retiring soon, we want to help you enjoy your second childhood without parental supervision (AKA your retirement).

Our philosophy is that protection of your wealth is job #1. We believe that to do this you must have a Buy, Hold and Sell! strategy. We use this strategy for the approximately 7,800 families in 46 states that we serve.

OUR INVESTMENT PHILOSOPHY

We advised our clients to get out of the stock market before the crash of 2008 and to stay out through June of 2009, when our strategy signaled us to get back in.

We recommend retirees to adopt a buy, hold and sell strategy – a proactive, objective, mathematical strategy that sounds an alarm to get out of the market when we anticipate it’s trending toward a fall.

We use such an approach at Money Matters. After our strategy correctly predicted the stock market crash of Y2K, we decided to implement it for all of our clients. It sounded an alert in November 2007, so we advised our clients, the listeners of our radio show, and our email newsletter subscribers to get out of the market. You know what happened next – the big crash of 2008. We feel proud that our advice may have helped people protect their retirement investments.

Important Disclosures >

WHAT’S ON YOUR MIND?

When it comes to finances, if it’s important to you, then it’s important to us. That’s the way it should be among friends.

We eat our own cooking:

All of our partners invest in the same places that they recommend, so that we are with our clients every step of the way.

Over 130 Years of Experience

Our Investment Committee has over 130 years of experience and is fully invested in the same financial instruments that we recommend for our clients. We like to say, “We eat our own cooking.” The fact is, our investment committee and partners are invested in the same investments our clients are. This helps keeps everyone’s best interests and motivation in proper alignment.

Over 130 Years of Experience

Our Investment Committee has over 130 years of experience and is fully invested in the same financial instruments that we recommend for our clients. We like to say, “We eat our own cooking.” The fact is, our investment committee and partners are invested in the same investments our clients are. This helps keeps everyone’s best interests and motivation in proper alignment.

NATIONAL PRESS TURNS TO MONEY MATTERS FOR
INSIGHT ON ISSUES AFFECTING TODAY'S INVESTORS.
VIEW RECENT PRESS FEATURING KEN MORAIF:

TAKE THE FIRST STEPS ON THE PATH TO YOUR FINANCIAL PEACE OF MIND.