ABC…1 2 3 the Rules!

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Check out this video of Mark Matson’s appearance on Fox Business last Friday. Mark is the CEO and President of Matson Money, the portfolio management firm we use, as well as my personal coach.

Like a lot of things in life, the rules of successful investing are pretty simple.....own equities long term, diversify globally and rebalance. If we want to lose weight we all know what to less and move more.

Simple, yet most people can’t invest properly or lose weight. As far as the investing goes, that’s my job to make sure all the rules are being followed. I’ll keep you disciplined and in the game to get the generous long term rates that the markets generate. As far as dieting...

Make it a great week. As always, please feel free to call with any questions.