Investors’ Biggest Financial Worries

Many investors have historically depended on company pension plans and social security to make it in retirement. With the shift toward personal retirement planning many investors are worried. Preparation is a key factor in living the retirement you’re after. Life is full of tough choices, but remember that your financial decisions today will impact your […]

What’s Happened To The American Dream?

The American Dream is under attack. Though the media noise can be deafening, it’s important to remember that there is also great news about living in America today. Technology and innovation – fueled by capitalism – have dramatically improved the standards of living and freedom around the world. We have a great opportunity to educate […]

Don’t Let Today’s Headlines Dictate The Future Of Your Investments

The reality is that no one knows what’s going to happen in the future. Headlines can provoke investors to become anxious and make portfolio changes that may not be in their best interest. When new information hits the airwaves the market quickly prices it in. Our job is to help keep people disciplined in the […]

Matson Money Investor Symposium 2016: Investor Jeopardy

In this segment, I take a fun approach to addressing some of the common questions investors ask, and put them in perspective to help keep your strategy on track. Any investor’s portfolio could be in jeopardy if they come up with the wrong answers to these questions and let them drive the investing process. Best […]

Matson Money Investor Symposium 2016: Rescuing Your American Dream

The 2016 Matson Money Investor Symposium was a remarkable opportunity to connect with advisers and investors to focus on investing topics that will have impact for years to come. Leading off the event, Mark Matson, Founder and CEO, discussed the reality of the American Dream today, the dangers many will face in retirement, and ways […]

My Recent Appearance on CNBC’s Closing Bell!

From the heart and engine of capitalism on the exchange floor, I share where investors should be focused. Owning equities long-term is historically positive for investors, don’t try to time the market – own it! Best regards, Mark

Brexit – Should I Stay or Should I Go?

The news overnight out of Great Britain has rocked markets and has many panicking and wondering what they should do with their portfolios. If you are wondering about the impact of Great Britain’s historic vote on your portfolio, check out this video. Keep it real, Mark

InvestmentNews Exclusive: Who Does the DOL Fiduciary Rule Help, Hamper?

In this InvestmentNews clip, I joined Matt Ackermann to discuss the new fiduciary rule and how it will force RIAs to make some adjustments to their business. I explained how the new rule will impact investors, robos, broker dealers and “mom and pop” advisers. Keep it real, Mark

Capitalism vs. Socialism on CNBC

Let the debate begin. Check out my recent TV appearance that also was featured on Yahoo Finance – you are going to love this segment! Keep it real, Mark