Tag Archives: portfolio review

Nov. 4 The Week that Was-The Week Ahead

The markets this past week looked the typical rollercoaster – up one day and down the next. Altogether the Dow, S&P & NASDAQ ended down for the week. Continue reading

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Why Women Should be Savvy About Finances

This is clip #1 from the financial seminar for women held in Phoenix, Sept. 21, 2011. Featuring Michelle Matson of Matson Money. Sponsored by Cambridge Wealth Management. It explains why it’s important for women to be financially savvy about their investments. Continue reading

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Hiring a Good Investor Coach

The most effective way that I know of to get all of these things lined up [financial and investment choices] is to find a good investor coach. It will be like having your own personal Bela Karolyi for your finances. Call it what you want, but you need someone who is going to do the dirty work for you, to sift through the loads of information that you don’t need, and only deliver the essential information that you need to make sound investment choices. Continue reading

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