Category Archives: investing

Portfolio Enemy #1

From 1996 through 1999, a silent killer grew and overtook the portfolios of nearly all US investors. I fear it’s on the move again. Working quietly, like a kind of virus, this enemy enters your portfolio and slowly takes over. … Continue reading

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What You Did Right

  Dan Cuprill, a fellow Matson Money investment coach and all-around great guy, recently sent this message out to his clients. It’s a powerful reminder of why we’re doing what we’re doing. Look for the farmer/seed analogy—it’s really good…   … Continue reading

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Embracing Market Volatility

Just got this from Mark Matson… Hey Evan, This is a great clip to share with investors and prospects! Check out my recent appearance on Fox Business where the discussion surrounded the recent market volatility and what investors should be … Continue reading

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Don’t Just Do Something…Stand There!

Most of us feel better when we’re doing something. This is an unfortunate reality for investors, and it’s why most investors will achieve results far below the market rates of return. Yet again, according to DALBAR the average investor far … Continue reading

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We Love Volatility!

Just not the down kind. This is an important message to investors and work-plan administrators about expected returns. Let me start by giving some perspective… What do you expect from your checking account? You expect that only the money you … Continue reading

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