Finance is Fun

with Marion R. Syversen, MBA


  • A Case Study

    A Case Study

    It's unfortunate that he has insufficient assistance through work, but that's the benefit of having your own advisor as you have someone with whom to consult. But how can you do this on your own...

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    Your Investment Allocation

    I meet with folks who think that there is one rule for figuring out one's investment allocation. I disagree with that notion. There are several factors that help determine your allocation...

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    Back to Basics

    What's a mutual fundA mutual fund is a portfolio, a mix of stocks aond/or bonds, that help you diversify your investment. Mutual funds allow you to spread your money around to different...

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    Make 2009 the year you learn more about your money!

    Adult Education programs throughout the state provide many inexpensive classes to help you. Adult education focuses on five areas: Literacy, high school completion, college preparation, business...

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    Why Convert a Traditional IRA to a Roth IRA

    Traditional IRAs, (whether invested in CDs, stocks and bonds or mutual funds) involve PRE-TAX savings that are taxed upon withdrawl. Roth IRAs do not have the pre-tax benefit, however the account...

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    Controlling Holiday Shopping Expenses

    Have Realistic Expectations - You are probably not Warren Buffet, meaning you don't have a giant budget for gifts. So be reasonable in your expectations and don't put undue pressure on yourself....

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    Finance is Fun

    Ignoring Your gut!College Savings before retirement-Beneficiaries are not updated on your HUSBAND'S accountsYou leave Finances to your HusbandMarion R. Syversen, MBA -...

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    Updating Your Home

    Detailed information on basic to upscale bathroom and kitchen remodeling projects, plus many more improvement project breakdowns are at...

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    Cheap "Do it Yourself" for Your Home

    It doesn't have to cost a lot to really make some changes. Here are some ideas from my upcoming book that won't cost a lot but that will make a big impact.Paint- This is an inexpensive change...

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    Market Turmoil

    Remember when your mother said,"So would you jump off a bridge just because everyone was doing it" Don't let emotions determine your next steps. Here are some tips to help you survive...

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