Keeping Your Portfolio In Perspective

Recent market volatility can be uncomfortable and lead investors to make choices based on short-term market conditions. Please take a moment to watch this video and reconnect with the benefits of a long-term investing strategy and how it can help you fulfill on your ultimate purpose. Best regards, Mark PAST PERFORMANCE IS NO GUARANTEE OF […]

Market Drop: Panic or Rebalance?

Check out my appearance on Neil Cavuto to help keep investors on track for their long term goals. Share this clip to help put things in perspective. Best Regards, Mark

Falling In Love With One Stock Can Be Detrimental To Your Portfolio

I joined “Cavuto: Coast to Coast” to discuss why it’s important to diversify your portfolio. I warn that falling in love with one stock or one sector can be detrimental to your portfolio. Check out the video below! Best regards, Mark

A Very Important Lesson In Capitalism

Check out my recent appearance on Fox Business Network to find out who wins long-term when capitalism is the economic driver and what you should do when the market is volatile. Best regards, Mark

It’s Never The Right Time To Panic

Times like these are trying, and when investors are likely to become fearful. We are committed to providing you the tools you need just like this video to help investors stay the course and not make potentially costly mistakes by panicking. Best regards, Mark

What Could A 401(k) Cap Mean For Investors?

I joined host Neil Cavuto on Fox Business to discuss the debate over capping 401(k)s within the tax reform plan and what that could mean for investors’ retirements and the market. Check it out. Best regards, Mark

A Strong America Is Good For The Whole World

I joined host Neil Cavuto as stocks reached all-time highs to talk about the White House’s role in this year’s market advance. I also delivered my market sentiment and advised why investors shouldn’t try to time the market. Best regards, Mark

War and Markets

Considering recent military saber rattling, should investors be afraid? And what if things get worse? Check out this episode of Matson Money Live! to arm yourself to guide your clients through these emotional and stressful times. Best regards, Mark

President Trump’s First 100 Days

Check out this Fox Business clip where I joined host Neil Cavuto to discuss President Trump’s first 100 days and whether critics should consider the recent market optimism as a big win. Best regards, Mark