Learn the ABCDs of Medicare!

Dear Mr. Market:Understanding Medicare: The ABCDs

One thing any of our readers will know if that we don’t pretend that we (or anyone) owns a crystal ball. The only thing we can promise you about tomorrow is that the day ends in the letter “y”.

One other thing that we know will happen…God willing…is that you will eventually retire or be 65 and eligible for Medicare. In advance of National Medicare Education Week we are doing two things:

(1) We’re sharing this article written by Steven Stasioski and,

(2) We’re happy to announce a free educational event where we’ll be addressing the ins and outs of Medicare. On October 17, 2019 at 6:30pm you can join Matt Pixa from My Portfolio Guide and Steven Stasioski from SCS Tax & Insurance Services at the Seal Beach Yacht Club. Bring your appetite and questions for a great evening of education and camaraderie. RSVP via email at matt@myportfolioguide.com or call (562)799-5595.

Now…on to the article! Continue reading

Top 3 “Less is More” Hurricane Florence Stocks

Dear Mr. Market:Ambulance-Chasers

We don’t make it a regular practice to be ambulance chasers every time there is a tragedy or natural disaster. That being said, almost every major event (whether it’s considered good or bad) can create an opportunity for your investment portfolio.

Conversely, the old adage of “less is more”, could certainly apply here. We’re not simpletons just for the sake of it but in general the ‘less is more’ approach can greatly benefit your finances. Think about it…and if you haven’t already, we’ll spell out several major ways that having less of something will benefit your wallet: Continue reading

Happy (Financial) Independence Day!

Dear Mr. Market:th-21

Apologies in advance for our clickbait headline. We usually aim to talk financial shop in our letters to you…but today is not about the stock market. Today, July 4th, is about independence, freedom, and the greatest nation on earth….the United States of America.

Lately the news headlines have been on an absolute overload of division and finger pointing. Truth be told..we’re absolutely tired and fed up with it. Watching and reading almost all sources of media simply takes its toll on you whether you realize it or not. As it relates to finance it has forced the untrained and emotional investor to make poor decisions. To every person who said I’m 100% out or in the stock market because of [insert political name/party]…you’re part of the problem. Holding this mindset is not using your brain as one may initially think but rather allowing another side of emotion and bias to drive your decision making process.  Continue reading