Fike Advisors' News
IRA Contributions
IRA contributions for tax year 2011 must be received at Matson Money by Friday, April 13th…..scary!
If you have your IRA held at Charles Schwab, checks are to be Written to : Charles W. Schwab & Co.
We Got the Cover
We were recently given the cover of Life Insurance Selling with an extensive interview describing how we've been successful for the last 50 years! You can find the article at the following link: http://www.lifehealthpro.com/Life-Insurance-Selling/current/?ref=hp
Happy New Year and Upcoming Workshop Info
We hope your holidays were enjoyable. This year, we will continue our commitment to education and investor coaching. We hope you will join us in attending
our monthly education workshops. One hour per month is all it takes to have a better relationship with your money!
Our next workshop is;
Is Government Debt Bad for Your Portfolio?
We would like to wish you all a Merry Christmas and a Happy New Year!
Below is an interview with an economist from Dimensional Fund Advisors, a mutual fund company. Matson interviews her on numerous investing topics. Pretty good stuff, lasts 28 minutes.
Three Simple Rules for Investing
Hope all is well and you are gearing up for the holidays! These are busy times and we know that your time is limited. Below is a 3 minute video of Matson Money CEO, Mark Matson, being interviewed on
Fox Business last Friday. You will notice his consistency of own equities, be diversified and rebalance. Your Matson portfolios are designed to do just that.
Creating Peace of Mind
Check out this recent video where I explain what peace of mind is, how to create it for your clients, and how to make sure they have it during their investing lifetime. Make sure you leave me a comment with what you do to help your investors create, and keep, their peace of mind!
Stay Calm
Well, here we go again as the markets react to the government's response to fixing the economy. All I can say, is stay calm, don't get emotional as that is when we make great investing mistakes. Stay the course. We are in it for the long term……diversification and re-balancing is our friend when volatility strikes!
Matson on the Greek Bond Issue
Once again our money manager is interviewed on CNBC. This time a short video talking about the Greece bond default issue. Check it out a short 3 minutes.
Matson Live Show Last Week
I thought this worthy of forwarding on to you. It is 23 minutes of some really good stuff about not panicking during times like these. Check it out………
An Example of Active Money Management Failure
I ran across this article at CNBC website. It is about Bill Gross who is the money manager for PIMCO Total Return Fund. Probably one of the top bond experts in the industry! He admits he made a very costly mistake when he predicted and speculated that the US Govt. bonds were going to go down this year. He missed. This is an example how active money management doesn't work. Click on the link below.
