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. […]

What Do The Election Results Mean To Your Portfolio?

With the surprising results of the election, many Americans are feeling fear and anxiety about the future. What do these election results mean to your financial future? Check out this Special Election episode of Matson Money Live! for some perspective on the political impact on your American Dream. Best regards, Mark

InvestmentNews Exclusive: How To Build An Optimized Portfolio

Zack and Kenny joined host Matt Ackermann to discuss how to build an optimized portfolio. Within, they explain why the key to building a portfolio comes down to science and academics. Best regards, Mark

Big Trouble in Little China

Many investors are worried about China’s impact on the market and what it means to their portfolios. Check out this MUST WATCH video outlining exposure to China in a globally diversified Matson Money portfolio, and how to keep perspective of the whole. Some academics have been compelled to make predictions about China in the past, […]

Investment News Exclusive: Online Addiction

In this era of instant gratification, 24-hour news channels and robo-advice, how can you try to overcome online investing addictions that can be detrimental to your wealth? Zack Shepard of Matson Money has some advice in this interview with Investment News. Keep it real, Mark

Is It Time To Panic?

The recent market slide has many investors worried and wondering what to do next. Check out my appearance with Neil Cavuto where we discuss what investors should do right now! 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 […]

How To Try To Get The Highest Returns From Your Portfolio Regardless Of What The Market Is Doing

In the list of my many network TV appearances, this one ranks at the top! Check out my latest appearance on Fox Business with Liz Claman and Dave Asman.  Investors are waiting for certainty before they dip into the market, but guess what, that certainty is never going to come. Leave me a comment and […]

The Worst Decision Ever

Check out my appearance on “Money with Melissa Francis” where we talked about new polls showing investors shunning equities in favor of real estate. She also asked me to stick around for a bonus segment in which I was able to discuss the danger of investing in IPOs. Leave me a comment and let me […]