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Finally, An On-Air Personality Who Gets It! 

9/3/2015

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"Cavuto seems to get it!" - over the long haul markets have historically gone up - so don't focus on the moment.

Check out Mark's appearance on Cavuto this morning where he highlights the futility of focusing on short-term market fluctuations and Cavuto backs him up! 

Feel free to leave me a comment and let me know what you think. You can reach me at (949) 677-5707 or info@balancedwealthmgt.com 
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Protect Your Nest Egg: REBALANCE To Avoid Risk

8/20/2015

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I came across this great article in USA Today, Protect your nest egg: Rebalance your 401(k) to avoid risk and I thought you would enjoy it. 

For those of you who have Matson Money accounts, please note that Matson accounts automatically rebalance every quarter, if necessary. 

Protect Your Nest Egg: Reblance Your 401(k) to avoid risk

A roaring stock market is generally a positive for investors, but Wall Street's robust performance may actually be having an adverse effect on some Americans' 401(k)s.

A second-quarter analysis by Fidelity Investments of its 13 million 401(k) accounts found that 27% of account holders in their mid- to late-50s had a stock allocation that was 10% higher than what's recommended.

Another 10% of those in that age group, along with 11% of account holders 50 to 54, had a 401(k) that was completely invested in stocks. If the market takes a plunge, that's a potentially perilous scenario for those on the cusp of retirement.

"That's concerning, especially at that age,'' says Jeanne Thompson, vice president at Fidelity Investments. "You want to make sure you have a little more balance, that you hold a little bit in bonds (and cash) ... so you don't lose your whole nest egg, or much of it, in one swoop.''

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The Greek Debacle

8/3/2015

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You asked, so here it is. This video pretty much gives you everything you need to know regarding the Greek economic turmoil, country defaults and the effect these things can have on markets summed up in under nine minutes! 
If you would like to learn more about the Greek economic turmoil, please contact our office by phone at (949) 677-5707 or via email at info@balancedwealthmgt.com.
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    Chuck Rowan

    With over 20 years of experience in the financial industry, Chuck is a top financial advisor helping you identify your investment philosophy and “true purpose” for money. He is committed to giving you truthful, straightforward, and suitable investment advice. 

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Balanced Wealth Management, Chuck Rowan
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