Smart Money 20th Anniversary Edition

We are pleased to announce that the 20th Anniversary Edition of How the Really Smart Money Invests: A Brief History Of Investing video is now available! Watch this video and learn: What Nobel Prize winners have discovered about the nature of the market and how they utilize this information to invest their own money. Why […]

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

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 […]