Welcome
Get to know your
Investor Coach





561-744-9547

711 W. Indiantown Rd. Suite C5
Jupiter, FL 33458



Check out what's happening at SmartPlan







Sneak Peek
Navigating the Fog of Investing




Log-in to your
Matson Money account






  Have questions for your
Investor Coach?







FREE Investor Awareness Guide





Join us on facebook




Follow Us on Twitter




Sign up for our Email Newsletters



Join Our Email List
Email:  
For Email Marketing you can trust

SmartPlan Investing, formerly known as Financial Planning Counselors, Inc., is a registered investment advisory firm that has/had offices in Michigan, Georgia, and Florida. SmartPlan Investing focuses on educating investors so they can gain peace of mind about their financial future. This is done by helping investors understand how markets work and how to make money in the market the smart way: eliminating the things that don't work and focusing on what does. We host a variety of investor education events throughout each month. All events are FREE to attend. Don't worry; we're not going to try to sell you an annuity, we really do educate. However, if you're interested in solutions, we can help with that too. First, let's start with dispelling the common myths investors have been led to believe. How do we do that? Investing is a science, not a spectator sport. So we follow Nobel Prize winning philosophies and strategies by eliminating stock picking, market timing, and track record investing. Instead we focus on capturing market returns, diversification, asset allocation while reducing costs and maintaining low turnover. I'd like to attend an upcoming event. Click here for more details.



Who is Mark Matson and what is Matson Money?

Mark Matson is the founder and CEO of Matson Money, Inc., a Cincinnati-based investment advisor firm managing over $3.0 billion (as of 11-FEB-2011) for investors nationwide. Matson Money is the Money Manager for the Free Market Funds that SmartPlan Investing uses. To learn more about Mark click
here.

Nothing keeps Mark up at night because he understands Free Markets
Creating a sound investment strategy is an important and often overwhelming task. Markets change and flux and business is unpredictable by its nature. Combine that with the financial industry's countless gurus and the equally endless philosophies they offer and it is any wonder why you have to be a financial analyst to make heads or tails. To aid the formation of sound strategies, we have compiled a list of “concepts to consider” for the novice investor. Our hope is to raise good questions and offer our perspective in our typical coaching style. Understanding how the markets work is vital to forming the investment strategy you will be most comfortable with. In fact, there are 15 markets worldwide! Understanding each and investing properly is crucial to managing risk and return.

Once you understand the basics of how markets work, you will need to define your investment philosophy. The truth is, there are really only a few philosophies and discovering which you agree with is fairly easy once you know what you are comparing! Now that the background work is done, we can look at concepts such as your “portfolio”. Most people have heard this term as it relates to investing, but few have a clear understanding of how to manage it. What is included in a portfolio and having a system to measure volatility are keys to successful investing.

Speaking of your portfolio, things are not always as clear as they seem. Measuring the total amount of commissions and costs in your portfolio depends on the account manager's fee structure, trading costs and other expenses, not to mention some hidden goodies! Knowing your costs can sometimes be more difficult than you expect. You need a fee only coach that will analysis your current portfolio and show you what they are.
Check out the "Investment Analysis" tab to find out more about getting an independent analysis done on your portfolio and its benefits.