tag:blogger.com,1999:blog-70289057808794038222011-09-16T21:22:00.348-07:00At Humboldt Financial, I strive for exceeding client expectations in all areas of financial planning and investment advising. I do this by customizing individual financial and investment plans and by enlisting appropriate professional counsel when needed. Moreover, this is not a time for taking unnecessary, uncalculated risks and my team is here to help you efficiently navigate from where you are now to where you want to go.Matthew D. Bockhttp://www.blogger.com/profile/10912987149031427248noreply@blogger.comBlogger61100tag:blogger.com,1999:blog-7028905780879403822.post-58403004738193733942010-12-14T19:10:00.000-08:002010-12-14T19:27:09.306-08:00

All the market pundits are wondering just what is driving this market. It is common to look at the markets most recent movement and look for a piece of news that just might explain a rally or a decline. We would suggest that maybe it is not new factors that can explain the recent rally but what the market has missed for the past +7 months. The S&P 500 is at the same level today that it was in

Matthew D. Bockhttp://www.blogger.com/profile/10912987149031427248noreply@blogger.comtag:blogger.com,1999:blog-7028905780879403822.post-681701653026710682009-03-18T15:30:00.000-07:002009-05-14T12:03:00.492-07:00

Dear Clients and Potential Clients:In order for a financial adviser to help you position your assets and navigate through this tough economic and market environment, it takes a team of experts with varied talents and track records. Moreover, this team must eliminate as many conflicts of interest, such as earning commissions on trades, to avoid biased recommendations. In my opinion, a financial

Matthew D. Bockhttp://www.blogger.com/profile/10912987149031427248noreply@blogger.comtag:blogger.com,1999:blog-7028905780879403822.post-82436044173870034952009-03-16T14:02:00.000-07:002009-03-18T16:05:07.582-07:00

As I transitioned from being an employed financial adviser to an independent financial adviser in 2007, I thought I was free of the "conflict of interest" beast eating clients and me alive. Not so. Although this article is geared towards industry professionals, it is a great resource for understanding what the differences are between B/Ds and RIAs.I pulled this snippet from Michael Patton's

Matthew D. Bockhttp://www.blogger.com/profile/10912987149031427248noreply@blogger.comtag:blogger.com,1999:blog-7028905780879403822.post-74574790812722590932009-03-12T02:11:00.000-07:002009-03-13T00:06:49.392-07:00

I finally had to pull myself out of bed at 2am this morning so I could get out what's on my mind. Hopefully I do not have too many typos...its dark and the only light here illuminating my keyboard is my laptop monitor.****************My work on developing managed portfolios and the associated fee structures will hopefully be completed by mid next week. As I am sure you can appreciate, the

Matthew D. Bockhttp://www.blogger.com/profile/10912987149031427248noreply@blogger.comtag:blogger.com,1999:blog-7028905780879403822.post-64113787474157459132009-03-06T18:55:00.000-08:002009-03-09T00:35:58.653-07:00

There have been a lot of questions about my new Managed Accounts, TradePMR and my Services. While I specialize in coordinating and managing personal “advisory councils” and financial planning, I spend the majority of my time managing portfolios. For ethical reasons and my fiduciary responsibility to clients, I do not receive any commissions on trades or residual revenue from mutual fund companies

Matthew D. Bockhttp://www.blogger.com/profile/10912987149031427248noreply@blogger.comtag:blogger.com,1999:blog-7028905780879403822.post-59800920394378074532009-03-02T18:13:00.000-08:002010-12-14T18:55:23.265-08:00

Hello Everyone,First of all, thank you for visiting my blog. Having a platform like this has been on my “To Do” list for way too long and I'm happy that it has finally come to fruition. The goal here is to provide a place for open communications on things I feel are important to convey about my business, information on the market and economy, and to hear feedback from you. After reading a few of

Matthew D. Bockhttp://www.blogger.com/profile/10912987149031427248noreply@blogger.com