Investing and What You Don’t Know that You Don’t Know!

Advisors often spend so much time talking about what they know and what the clients know that they do not know that no one ever really gets to the real issues: those areas of investing and your life that you DO NOT KNOW THAT YOU DO NOT KNOW. It is what you don't know that [...]

By | 2017-11-21T21:33:58+00:00 August 8th, 2013|Investments, Videos|Comments Off on Investing and What You Don’t Know that You Don’t Know!

The Three Simple Rules of Prudent Investing

Let’s face it—it is in the best interests of the media and large financial institutions to keep the public as confused as possible when it comes to investing. They profit when the consumer is confused. The rules of prudent investing are really very simple. Just remember the Number 3! First, there are three myths or [...]

By | 2017-11-21T21:33:59+00:00 August 5th, 2013|Financial Planning, Investments, Videos|Comments Off on The Three Simple Rules of Prudent Investing

What is Your True Purpose for Money?

There is so much information and misinformation on money and financial planning, How is the average investor to know what to do? The great news is that you do not have to know everything about financial planning to be successful, you only have to know the RIGHT questions to ask. The first question is : [...]

By | 2017-11-21T21:34:22+00:00 July 23rd, 2013|Financial Planning, Videos|Comments Off on What is Your True Purpose for Money?

Does Your Financial Advisor Communicate Clearly?

Financial advisors often fail their clients. One way in which they do that is in failure to communicate clearly. Financial advisors like to show the world how smart they are, book smart at least. And they usually do that by using a lot of big terms and exotic terms that they've learned in business school... [...]

By | 2017-11-21T21:34:22+00:00 July 13th, 2013|Financial Planning, Videos|Comments Off on Does Your Financial Advisor Communicate Clearly?

Dan Betzel Featured on Matson Money Live

I was the featured guest on last week's episode of Matson Money Live. This episode, titled "Peter Schiff Has Broken His Crystal Ball", talks about the particular Wall Street bully, "the Prognosticator." The problem with predicting the future is that no one can do it. As Matson has always said, "Gold is great for jewelry, [...]

By | 2017-11-21T21:34:22+00:00 July 1st, 2013|Betzel Wealth Advisors, Investments, Videos|Comments Off on Dan Betzel Featured on Matson Money Live

What If Everything You Thought Was True About Money, Turned Out to Be False?

Would it surprise you to learn that most of the leading academic minds in finance agree that the stock market cannot be skillfully predicted? Or that year in, year out, the overwhelming majority of professional portfolio managers fail to outperform their benchmark? [dark_headline]Planning for your future requires three components that very few people utilize. [/dark_headline] [...]

By | 2017-11-21T21:34:58+00:00 March 26th, 2013|Financial Planning, Videos|Comments Off on What If Everything You Thought Was True About Money, Turned Out to Be False?

Does Your Portfolio need a Financial MRI?

Check out this short video that discusses a Financial MRI. A Financial MRI is an independent and academic analysis of your portfolio. The Financial MRI allows you to look inside your portfolio to see what is really going on. The results may surprise.

By | 2017-11-21T21:34:58+00:00 October 26th, 2012|Videos|Comments Off on Does Your Portfolio need a Financial MRI?

The THREE Rules and the THREE Traps of Investing!

Prudent investing is simple, but NOT easy. Successful investors own equities, diversify, and re-balance and shun all market timing, stock-picking, and track record investing.  This is a message Wall Street does NOT want you to hear.   Check out the excellent article, The Show Wall Street Doesn't Want You to See, and short video below.

By | 2017-11-21T21:34:58+00:00 October 10th, 2012|Videos|Comments Off on The THREE Rules and the THREE Traps of Investing!

Peace of Mind for Your Portfolio?

Need peace of mind for your portfolio?  Check out this clip of Mark Matson's recent interview in the Wall Street Journal and then give me a call at 614-418-1742 to find out what Wall Street does not want you to know! Watch the Peace of Mind for Your Portfolio Video Matson Money is not affiliated [...]

By | 2017-11-21T21:34:59+00:00 September 4th, 2012|Videos|Comments Off on Peace of Mind for Your Portfolio?

Top 3 Ways to Beat Wall Street Bullies!

Check out this awesome video of my good friend, Mark Matson, on his tour in New York helping Main Street investors defeat the Wall Street Bullies.  To learn more about how you can get a copy of Main Street Money, contact us today. Matson Money is not affiliated with SICOR Securities, Inc. The opinions therein [...]

By | 2017-11-21T21:34:59+00:00 August 27th, 2012|Videos|Comments Off on Top 3 Ways to Beat Wall Street Bullies!