Family Wealth Partners

04/01/2026

Matson Money provides great investor education and we wanted to share with you their next one on April 7th via Zoom. Among the things you will learn are • How fear can quietly lead to poor decisions at the worst possible time and • A clear investing strategy that can help you stay grounded during uncertainty. Feel free to learn more and register to attend today -->

Events and Description of Classes

03/09/2026

If you are worried about stock market volatility that means you're not investing correctly to begin with.

02/16/2026

The Prognosticator, the Guru and the Con Man. Nobody can tell you what's going to happen, yet the Wall Street Bullies are everywhere. https://www.instagram.com/reel/DT0r5utgi89/?utm_source=ig_web_copy_link&igsh=NTc4MTIwNjQ2YQ%3D%3D

01/22/2026

10/01/2025

The performance of your IRA, 401(k), or other investments largely depends on how well you spread your money across the different categories - "What is Asset Allocation?"

A key to long term successful investing is proper asset allocation. This brief video simply explains what that means.

08/15/2025

7 rules to save money

💰 50/30/20 Budget Rule
🛍 1% Rule for Impulse Buys
⏳ Rule of 72
📈 401(k) Match Rule
🛡 3X Emergency Fund
⚙ Rule of Automation
📦 Item In, Item Out

08/11/2025

Register now to attend via Zoom on Tue Aug 12th at 5:30pm & discover how a disciplined, evidence-based approach, grounded in academic investing principles, can help you maximize your long-term returns, avoid costly mistakes, and gain lasting confidence in your investment strategy.

As part of our commitment to delivering valuable financial education, we invite you to join "Built To Last" presented by Matson Money. Learn More & Register to attend here now --> https://www.fwpconcord.com/built2last

07/30/2025

"If they really knew" - The financial industry, including mutual fund companies, use the Law of Large Numbers to promote the myth they add value and can consistently outperform market returns - despite repeated evidence proving they cannot. Fire the active managers and invest in index or market-based funds instead. https://www.instagram.com/reel/DMjUGJhy4ob/?igsh=MTY0c24wNWxrb2tqMQ%3D%3D

07/23/2025

"There's a bull market somewhere" - and the time to be investing there is before it and another reason why diversification matters.

07/11/2025

Crypto Currency is basically a Ponzi scheme as it stands right now, mainly because there really is no asset behind it AND the only way to to have any gain and return on your investments is if someone behind you buys it, and then for that person its the same. They can only really make any gain if someone buys it from them. That is in essence a Ponzi scheme.