The Five Agreements

You may have heard the rumors and I can confirm that they are in fact true, the Matson Money System is changing. The Five Agreements are in – Investor Inventory is out. The Five Agreements are a pivotal new tool that can help attract and keep the right clients. Check out the full presentation here. […]

The Numbers Are In!

The numbers are in! This is what you have been waiting for and what your clients are going to want to see. Matson Money’s GIPS verified returns and Dalbar updates are revealed on this episode of Matson Money Live! Best regards, Mark

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 […]

InvestmentNews Exclusive: 3 Simple Rules to Navigate Bull and Bear Markets

Zack joined host Matt Ackermann to discuss three simple rules to navigate bull and bear markets. Zack said investors need to own equities, diversify globally and rebalance regularly to navigate any market. Best regards, Mark

Valentine’s Special: Learning to Love the Bear

With Valentine’s Day around the corner, love should be in the air but for many individuals fear reigns supreme. Take a short two minute break and learn to love the bear. Keep it real, Mark

The Crucial Role of Fixed Income

Make sure you watch this video! This research could have a significant impact on the fixed income portion of Matson Money portfolios in the future. We’re breaking down the crucial role of Fixed Income and its three major advantages as part of a diversified portfolio. Find out how we structure, engineer and implement these elements […]

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

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 […]

The Number of Companies You Should Own

Check out Zack Shepard’s appearance on Fox Business with Liz Claman and David Asman where he discusses portfolio diversification and how to offset market risk.  Leave me a comment and let me know what you think. Keep it real, Mark