Flight to Safety

In the last few years, investors have been pulling money out of stocks…….and going to the “sideline” for cash equivalents like bonds, CD’s and money market accounts. This is commonly referred to as “market-timing” and causes the average equity investor to experience lower annualized rates of return. “Market-timing” one of the four “negative investor behaviors” and a deadly trap.

Mark Matson and 400 other “Investor Coaches” across the country like myself are committed to educating investors that properly diversified, rebalanced and allocated portfolios can help a person avoid “negative investor behaviors”.

Matson Money is the co-advisor firm responsible for the portfolio design for my clients investments.

Look at the above NY Times graph showing “outflow” of investor $$’s from US equity mutual funds. On the flipside, the graph below it shows the increased “inflow” of money to Matson Money over the same time periods of 2007, 2008 and 2009.

The NY Times article is here:

http://www.nytimes.com/2010/08/22/business/22invest.html?_r=1&src=me&ref=business

Investor’s appetite for education and academically proven investment strategies is leading them to greater peace of mind and working with Investor Coach’s like myself and Mark Matson.

If you haven’t already seen the presentation “Separating Truth from Myth…the Story of Investing”—I invite you to see it from me.

If you have seen it, and want to see it again, get in touch with me and bring a friend too. I’ll provide the food and drink! Then I’ll send you home with more educational material that will knock your socks off.