Two Investments To Avoid At All Costs

Check out Zack Shepard’s appearance on After The Bell with Liz Claman and David Asman where he reveals two very popular investments to avoid and discusses the importance of diversification. Keep it real, Mark

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Chasing The Dragon

Check out this awesome show with very special guest, pioneer in the financial adviser industry and Matson Money Academic Board member, Dan Wheeler where we discussed the dangers of chasing hot asset categories. Keep it real, Mark   Matson Money Live! Episode 277 November 11, 2014

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The Rise of the Robo-Adviser and the Death of Investing Peace of Mind

Check out this discussion concerning the future of our industry and what it means for advisers and investors. Keep it real, Mark   Matson Money Live! Episode 275 October 28th, 2014

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It Gets Heated on CNBC

Ok gang… this one gets ugly before it’s over.  Watch me take on two CNBC talking heads simultaneously.  It’s hard to get anyone to understand something they get paid not to. Keep it real, Mark

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Gearing Up For Next Crash

It appears that a significant market downturn is here.  After five full years of positive market returns, have investors been over-confident in the market? How will investors who have not experienced significant market downturns react? Share this special video with everyone to help them keep focused on the long-term path for investing and prepare them […]

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Don’t Forsake International Diversification

Check out Zack Shepard’s appearance on Fox Business where he illustrates the premium available in small value stocks by highlighting a few of the holdings representative of the small value class. In addition, discussion surrounded investing in just the US vs. investing globally; right now many investors are myopically focused on just the US when […]

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Dare To Be Different

Looking different than the market is hard, but can be rewarding. Review this episode of Matson Money Live! Where we took a walk through history and why it is imprudent to chase hot sectors and why looking different can be a good thing! Keep it real, Mark   MML Episode 271 September 30th, 2014

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Opportunity! Opportunity! Opportunity!

Check out my appearance on Fox Business discussing wealth transfers from those who panic to those who don’t. Leave me a comment and let me know what you think! Keep it real, Mark

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Two Investments To Avoid At All Costs

Two Investments To Avoid At All Costs

Check out Zack Shepard’s appearance on After The Bell with Liz Claman and David Asman where he reveals two very popular investments to avoid and discusses the importance of diversification. Keep it real, Mark

Chasing The Dragon

Chasing The Dragon

Check out this awesome show with very special guest, pioneer in the financial adviser industry and Matson Money Academic Board member, Dan Wheeler where we discussed the dangers of chasing hot asset categories. Keep it real, Mark   Matson Money Live! Episode 277 November 11, 2014

robo

The Rise of the Robo-Adviser and the Death of Investing Peace of Mind

Check out this discussion concerning the future of our industry and what it means for advisers and investors. Keep it real, Mark   Matson Money Live! Episode 275 October 28th, 2014

CBNCmark

It Gets Heated on CNBC

Ok gang… this one gets ugly before it’s over.  Watch me take on two CNBC talking heads simultaneously.  It’s hard to get anyone to understand something they get paid not to. Keep it real, Mark

michellesymp

Avoiding The Next ‘Madoff Situation’

Zack Shepard and Michelle Matson appear on InvestmentNews TV at the Matson Money Investor Symposium to suggest steps investors should follow to avoid the next “Madoff.” “If I could give one piece of advice to an advisor, it would be that if you smell something fishy, distance yourself and your clients from that person,” Zack […]

crash

Gearing Up For Next Crash

It appears that a significant market downturn is here.  After five full years of positive market returns, have investors been over-confident in the market? How will investors who have not experienced significant market downturns react? Share this special video with everyone to help them keep focused on the long-term path for investing and prepare them […]

Don’t Forsake International Diversification

Don’t Forsake International Diversification

Check out Zack Shepard’s appearance on Fox Business where he illustrates the premium available in small value stocks by highlighting a few of the holdings representative of the small value class. In addition, discussion surrounded investing in just the US vs. investing globally; right now many investors are myopically focused on just the US when […]

Dare To Be Different

Dare To Be Different

Looking different than the market is hard, but can be rewarding. Review this episode of Matson Money Live! Where we took a walk through history and why it is imprudent to chase hot sectors and why looking different can be a good thing! Keep it real, Mark   MML Episode 271 September 30th, 2014

markFBN

Opportunity! Opportunity! Opportunity!

Check out my appearance on Fox Business discussing wealth transfers from those who panic to those who don’t. Leave me a comment and let me know what you think! Keep it real, Mark