Media

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Financial Advisor, August 12, 2011

Financial Advisor magazine features an article written by Mark Matson, founder and CEO of Matson Money, describing how important it is for advisors to properly educate their clients and prepare them for even the most volatile markets. “It’s human nature to act upon emotions and sometimes this leads to irrational decision making,” explains Matson. “As advisors, it is our job to educate our clients before they are confronted with these panic-stricken situations.”

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Market Volatility Leads to Big Investor Mistakes,
Fox Business, August 10, 2011

Mark Matson, founder and CEO of Matson Money, appears on Fox Business to discuss the unstable market and what investors should be doing during this volatile time. Matson urges investors not to let their emotions and instincts cause them to make irrational decisions and reassures that this is just a dip over the long-term. “You need short-term fixed income so you can rebalance and buy equities while they are low,” Matson explains. “Be prudent and understand the volatility,” he adds.

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Forbes.com, August 5, 2011

Emily Lambert of Forbes.com features Mark Matson, founder and CEO of Matson Money, in an article offering panicky investors some tips on what they should do over the weekend. Matson explains that if an investor is feeling nervous right now, then maybe it is time for a change. “Create a portfolio that you can live with for 20 years,” Matson says. “Then you can stop worrying and fretting and getting terrified when things drop – or getting overconfident and exuberant when things go up.”


Fox News, August 4, 2011

During an appearance on Fox News, Mark Matson, founder and CEO of Matson Money, discusses the falling markets and the current state of the economy. Matson believes the United States never really came out of the old recession. “This isn’t a healthy economy until we get people back to work,” Matson explains. He urges investors not to panic and to rebalance on the lows, as well as to remain focused on the long-term. Matson also suggests that investors ignore Wall Street because they cause Main Street investors to panic when the market goes down and to get greedy when the market is up.

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Government Unnerving Markets?,
Fox Business, August 3, 2011

Mark Matson, founder and CEO of Matson Money, appears on Fox Business to discuss the market’s negative reaction to the new debt ceiling deal. Mark explains that the deal is not particularly good for America because it adds to the country’s already growing debt. He also weighs in on the falling market and tells investors not to overreact, given that this is only a blip over the long-term. “Equities are still the greatest wealth creation tool on the planet,” he reassures.

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“Bull & Bears”,
Fox Business, July 20, 2011

During an appearance on Fox Business, Mark Matson, founder and CEO of Matson Money, debates that consumers should not base their portfolio decisions on earnings season. “Investors make two mistakes during earnings season,” Matson explains. “They become too focused on short-term and too focused on just the United States.” Instead, he suggests investors stay diversified and have a significant global-reach.

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CNBC “The Call,” July 14, 2011

Mark Matson, founder and CEO of Matson Money, appears on CNBC to discuss investing in the current volatile environment. Matson explains that investors should not overreact to the debt crisis in Europe. Instead, he advises consumers to remain long-term oriented and rebalance. “The hardest thing for an investor to do, if you have a balanced portfolio, is sell the fixed income and buy more equities when they are down,” he says.
This segment also appeared on: Yahoo! Finance, July 14, 2011

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Debt Talks Deadlock,
Fox Business, July 13, 2011

During an appearance on Fox Business, Mark Matson, founder and CEO of Matson Money, debates whether taxes should be raised to create a debt deal. Matson advises that raising taxes is not the answer and instead stunts the growth of the country. “This country needs to get people back to work and raising taxes is not the way to do it. We need to cut the deficit in a dramatic way.”


Bloomberg News, July 6, 2011

Elizabeth Ody of Bloomberg News quotes Mark Matson, founder and CEO of Matson Money, in an article about the best strategies investors can use when choosing an advisor. Matson explains that many investors typically find their advisor through referrals, although a more thorough background check, including reviewing disciplinary records with the SEC and interviewing multiple advisors, is recommended.


Financial Planning, July 1, 2011

Donna Mitchell of Financial Planning features Mark Matson, founder and CEO of Matson Money, in an article about advisories embracing social media and how that adoption is impacting business. Matson, who maintains daily contact with advisors and clients through social media platforms, says, “I view it as a way to have ongoing communication and to bring value to the people you care about and help them solve problems. It is about building a community and building better relationships than you have right now.”

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Corn: Good for Picnics, Bad For Your Portfolio
Fox Business, June 30, 2011

Mark Matson, founder and CEO of Matson Money, appears on Fox Business News to discuss his outlook for the market and the upcoming third quarter. He warns that investors should not try to predict third quarter earnings and should instead remain long-term oriented. “It’s surprises that drive the market,” he explains. “Don’t try to forecast the surprises; investors have to own equities, stay diversified and not speculate and gamble on hot asset categories.”

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Is Gold’s Run Coming to an End?
SmartMoney.com, June 29, 2011

Sarah Morgan of SmartMoney.com quotes Mark Matson, founder and CEO of Matson Money, in an article about gold as an investment option. With the precious metal hitting a five-week low recently, Matson explains that the plunge should serve as a reminder that gold is risky and speculative. Matson advises against gold saying, “You take short periods of time and you extrapolate that gold’s a great investment because it’s got five years of gain—well, that’s ridiculous. Investors would be better to stay away from it,” he says.

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CNBC “The Kudlow Report,” June 13, 2011

During an appearance on CNBC, Mark Matson, founder and CEO of Matson Money, discusses where he believes the market is headed, given the downturns it has seen over the last few weeks. He explains that now is the perfect opportunity to rebalance your portfolio and buy equities while they are low. He also suggests investors remain internationally diversified and says, “I know we have problems in the U.S. and globally but don’t let that scare you away from being a long-term investor.”

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CNBC “The Call,” June 10, 2011

Mark Matson, founder and CEO of Matson Money, appears on CNBC to debate the current market environment and whether the stock market can rally without a safety net. Matson explains that the market is efficient and responds to new and random information going forward. “If you’re an investor, the market will always will be volatile,” Matson says. “You have to own some fixed income to offset the volatility and rebalance on the dips, like we’ve seen in the past six weeks.”

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Matson: Stop Acting Like Europe, We’re America!
Fox Business, June 1, 2011

Mark Matson, founder and CEO of Matson Money, appears on Fox Business to discuss the impact that the deficit is having on the market. Matson offers that America needs to stop acting like Europe and instead work toward getting its financial house in order. “I suspect what markets, entrepreneurs and small business owners want to see is fiscal responsibility. There can be no solution to the deficit until there is a balanced budget amendment,” he explains.

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Outlook for the Markets
Fox Business, May 18, 2011

During an appearance on Fox Business, Mark Matson, founder and CEO of Matson Money, weighs in on “defensive” stocks and sectors. Mark explains that there is no safe sector and instead, investors should look long-term and have a broadly diversified portfolio. “When you start gambling on these ‘safer’ investments you are still allocating more of your portfolio to one sector and that means lower expected return and increased risk,” he says.

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Are Commodities Out of Control?
CNBC “The Call,” May 12, 2011

Mark Matson, founder and CEO of Matson Money, appears on CNBC to discuss why he believes commodities are poor investment options. Long-term, Matson says, the expected rate of return on commodities is zero. “If you own a diversified portfolio you already own commodities within those stocks,” he explains. “Don’t double down, it doesn’t make sense for long-term investors.”


Financial Planning, May 11, 2011

Donna Mitchell of Financial Planning features Mark Matson, founder and CEO of Matson Money, in an article about the effectiveness that financial advisors have using social media marketing. Matson explains that instead of operating with one-on-one client meetings, advisors need to think of themselves as leaders of small groups and spreading their message through social media outlets is done easily. “Advisors can have massive amounts of freedom and money, but not with the traditional financial planning model,” he adds.

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Finding Value Picks
CNBC “Squawk On The Street,” May 5, 2011

Mark Matson, founder and CEO of Matson Money, appears on CNBC, live from the New York Stock Exchange, to discuss investment strategies for today’s market. Value stocks, he offers, are Wall Street’s greatest secret and more consumers should look into these options. “There is no 20-year period in existence where value stocks did not beat growth stocks,” he explains.

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Investing Around the Deficit
Fox Business, May 4, 2011

Mark Matson, founder and CEO of Matson Money, appears live in the Fox Business studios to discuss how investors can deal with the deficit and make positive investment choices. He suggests investors not try and time the market, stay long-term oriented and diversify with international and emerging market stocks. “Down-turns are temporary. The market goes up long-term. It will take discipline and perseverance—you should be looking at least ten years into your investment portfolio.”


Corporate Tax Reform on Capitol Hill
Fox News, May 4, 2011

During an appearance on the Fox News Channel, Mark Matson, founder and CEO of Matson Money, debates the corporate tax reform and explains that lower tax rates will be necessary for the economy to grow. He also weighs in on the death of Osama bin Laden and how that may impact the market. “If we’re going to get this economy going we need to have free markets, competition and free trade globally. Anything that hits away at terrorism and makes it safer for global trade is going to be good for America,” he says

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If Fed Unwinds Balance Sheet Will It Become Insolvent?
Fox Business, April 27, 2011

Mark Matson, founder and CEO of Matson Money, appears on Fox Business to discuss how the market and investors may be impacted if the Fed decides to raise interest rates. Although the Fed is not necessarily responsible for growth, the quantitative easing can hurt the market. Instead, he says, “It is the reaction of entrepreneurs and hard-working capitalists who are cutting budgets that will add value to the economy.”

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The Future of Energy Supply
Fox Business, April 20, 2011

During an appearance on Fox Business, Mark Matson, founder and CEO of Matson Money, discusses the future of our nation’s energy supply and how it may affect both the market and investors. Matson explains that we need affordable energy and that the current high prices are regressive penalties for the poor and middle class. He adds, “Long-term, the best way to create inexpensive energy and solve this problem is through economic growth.”

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How A Government Shutdown Would Impact the Markets
Fox Business, April 6, 2011

During an appearance on Fox Business, Mark Matson, founder and CEO of Matson Money, debates that a government shutdown would not greatly affect the market. Matson explains that the government needs to control the spending deficit immediately and says, “If the government has to shut down temporarily, it may serve as a wakeup call to the American public, and the politicians, that we need to get serious about this long-term.”

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Playing Around Ryan’s Plan
CNBC “The Call,” April 5, 2011

Mark Matson, founder and CEO of Matson Money, appears on CNBC to offer his insight on the current budget battle and what it may mean for investors. He explains that budget cuts are a move in the right direction and believes that it is the best option for America and the economy. Matson also recommends that investors will see the best portfolio returns by investing in equities. “Right now, investors need to look toward equities. So many are sitting on the sidelines and they need to get their money back into the market and allocate with something they are comfortable with,” he says.

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Should Companies Get Tax Breaks for Going Green?
Fox Business, March 30, 2011

Mark Matson, founder and CEO of Matson Money, appears on Fox Business to discuss if companies that decide to “go green” should be given a tax break. Matson offers that tax breaks and subsidies would inhibit innovation and explains that, “no one deserves a tax break and the only way to solve the energy problem is through competition and a level playing field.”

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What’s the China Play?
CNBC “The Call,” March 17, 2011

During an appearance on CNBC Mark Matson, founder and CEO of Matson Money, discusses investment strategies after the recent devastation in Japan. Matson offers his insight on currency fluctuations and explains, “The best way for the U.S. investor to take advantage of the currency fluctuation is by owning every single one. It adds diversification. Don’t get caught trying to play just one currency trade.”

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Are Investors Shaken by Japan?
Fox Business, March 16, 2011

Mark Matson, founder and CEO of Matson Money, appears on Fox Business to discuss how investor portfolios may be affected by global events. Matson says that investors should not overreact, but instead remain long-term oriented. He also offers his insight on the current inflationary worries and says, “There has been previous periods of time where there has been high inflation and stocks have done extremely well.”

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Wall Street Marks Second Year of the Bull Market
Fox Business, March 9, 2011

Mark Matson, founder and CEO of Matson Money, appears on Fox Business to discuss the two year anniversary of the Bull Market and where the market is headed next. While no one can time the market, Matson explains that investors who are dedicated to long-term equities will see the greatest wealth creation. “To be a great investor you own equities, diversify and rebalance,” he says. “Everyone wants to panic when the market crashes but that’s the time to stay disciplined. I don’t get paid to panic.”

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How High Can Gold Go?
CNBC “The Call,” March 7, 2011

Mark Matson, founder and CEO of Matson Money, appears on CNBC to discuss why gold is a dangerous investment option. Matson explains that gold has a high volatility and is a “terrible” strategy to hedge against inflation. “I hate to be the bearer of bad news but the expected rate of return on commodities, long-term after inflation, is zero. Don’t do it,” he says.

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Does the Government Need Regulate Energy Prices?
Fox Business, March 2, 2011

Mark Matson, founder and CEO of Matson Money, appears on Fox Business to offer his insight on rising oil prices. The government, he explains, needs to step in and regulate both production and price and be more willing to use domestic reserves. “The reality is we need cheap, affordable energy. High energy costs affect the poor and the underemployed worse than anyone else,” he says.


Financial Planning, March 1, 2011

Donald Korn of Financial Planning quotes Mark Matson, founder and CEO of Matson Money, in an article about gold as an investment option. Matson explains that if investors have a globally diversified portfolio, they should already be invested in companies that mine gold. Many investors may “have more than they think,” and he suggests that “gold is good for jewelry but bad for your portfolio.”

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InvestmentNews, February 27, 2011

Andrew Osterland of InvestmentNews quotes Mark Matson, founder and CEO of Matson Money, in an article about how political turmoil in the Middle East, along with rising oil prices in the U.S., has affected the mindset of many investors. Matson explains that it is vital for advisors to keep their investors calm in this unpredictable market. “We tell clients that we’re their coach, and part of our job is to keep them disciplined in this type of environment.”


Registered Rep., February 24, 2011.

Diana Britton of Registered Rep. quotes Mark Matson, founder and CEO of Matson Money, in an article about investors trusting professionals and firms in the financial services industry. A recent report released found that one third of investors felt that their broker or advisor was the most credible source of information. Matson notes that, “People trust advisors, but they don’t trust institutions.”

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Matson: The Mideast Wants Free Markets
Fox Business, February 23, 2011

Mark Matson, founder and CEO of Matson Money, appears on Fox Business to discuss emerging markets as an investment opportunity. Advising investors stay long-term, Matson explains that emerging markets are beneficial investment options. He also discourages investors from trying to time the market and says, “It is only random and unpredictable information that drives the market forward. Don’t try to time it, look to the next five to ten years, not the next five to ten minutes.”

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Muni Bond Crisis Overblown?
Fox Business, February 9, 2011

During an appearance on Fox Business, Mark Matson, founder and CEO of Matson Money, offers his insight on the muni bond market and why he feels they are “terrible” investment options. Matson explains that the muni bond bubble will not burst, however, investors never should have owned munis to begin with because they come with too much risk. “Don’t get caught playing munis. It might feel psychologically beneficial to not write that tax check but you have risk most people don’t understand,” he says.

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RIABiz.com, February 1, 2011

Brooke Southall of RIABiz.com features Mark Matson, founder and CEO of Matson Money, in an article about Matson’s LiveStream marathon where he discusses how advisors can be mentally prepared to deal with irrational, behavior-driven clients. Forming support groups, he explains, is one way to stay disciplined when dealing with difficult clients. Advisors who stay secluded in their business actually are serving a disadvantage to clients as Matson offers that, “Fear and panic love isolation.”

This article also runs in:
Forbes.com, Feb. 2, 2011

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S&P 500: Where Is it Headed?
CNBC “The Call,” January 27, 2011

During an appearance on CNBC “The Call,” Mark Matson, founder and CEO of Matson Money, offers his insight on where the market is headed next. Matson suggests that with an increase in micro-caps and emerging markets, investors should consider long-term equity options. “You need to allocate now and remain long-term,” he explains. “Don’t try and time the market, you have to own it.”

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Did the U.S. Buy Obama’s Address?
Fox Business, January 26, 2011

Mark Matson, founder and CEO of Matson Money, debates key points made during President Obama’s State of the Union Address. Matson explains that he heard nothing new from the address and in order to move forward, the government needs to control the $1.5 trillion CBO deficit. He offers that innovation and progress need to be created by risk-taking entrepreneurs, rather than government spending. “Innovation takes competition and a capitalistic system where there is evolution,” he says. “What the federal government does is they reduce competition and focus on things that waste money.”


AOL Daily Finance, January 22, 2011

Sheryl Nance-Nash of AOL Daily Finance quotes Mark Matson, founder and CEO of Matson Money, in an article about how more investors are turning to retirement coaches. Matson suggests that investors look into several coaching candidates in order to choose a coach that will provide the best guidance. He recommends asking questions such as, “how have you educated past investors to make better financial decisions,” and “how long do you stay attached to help clients,” to get a better sense of how much help the retirement coach can provide.

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Forbes.com, January 7, 2011

Meghan Casserly of Forbes.com features Michelle Matson, vice president of Matson Money, on how to put your wallet on a diet and save money for the New Year. Matson offers advice on how to save, including setting a savings goal and keeping a journal of all spending. “When you’re dieting you typically have a certain number of pounds you want to lose or a goal weight to attain. Spending and savings goals mimic dieting goals-but look more like how much savings you would like to having within the year.”

businesscourierCincinnati Business Courier, January 7, 2011

Steve Watkins of the Cincinnati Business Courier features Mark Matson, founder and CEO of Matson Money, in an investor profile piece about Matson’s experience and current strategies. Often suggesting long-term strategies to investors, Matson explains that asset allocation and rebalancing can create positive portfolios. “My job is to get people to stop trying to predict 20 minutes or 20 days from now and instead to focus on 20 years from now,” he says.

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The Best Way to Drive Economic Growth
Fox Business, January 5, 2011

During an appearance on Fox Business, Mark Matson, founder and CEO of Matson Money, discusses that new jobs will most likely come from unexpected sectors, where entrepreneurs are willing to take risks. He explains that this job and economic growth will only be feasible if the national debt can be controlled. “We’ve got to have a balanced budget, we’ve got to start paying off this deficit and that is the way to make business work.”

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CNBC “The Call,” December 9, 2010

CNBC hosts interview Mark Matson, founder and CEO of Matson Money, to discuss whether stocks will continue to rally in the face of a stronger dollar and higher Treasury yields. Matson offers that he can’t predict where the next 20 percent of the market will go, but the next 100 percent is up. He was also offered his second Nobel Prize nomination from Larry Kudlow for his market strategies.

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Fox Business, December 1, 2010

During an appearance on Fox Business, Mark Matson, founder and CEO of Matson Money, speaks about tax uncertainty and its overall affect on the economy. Matson explains that tax uncertainty does affect small businesses ability to make effective future decisions, however, he believes that “no amount of taxes will balance the federal budget.” Controlling spending, in Matson’s opinion, is the only way to alleviate the taxation problems of the ailing nation.

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Forbes.com, November 29, 2010

Jenna Goudreau of Forbes.com features Michelle Matson, vice president at Matson Money, on holiday gifts and their affects on relationships. Matson offers that indulgent gifts are fun, but not always possible or even necessary. “It’s not about the price point or expense of the gift but what it’s motivated by. The most meaningful gift, then, may cost nothing at all,” says Matson.

foxbusiness Fox Business, November 24, 2010

Mark Matson, founder and CEO of Matson Money, offers his views on investor confidence during an appearance on Fox Business. Matson discusses the high volatility in the market, with many investors having panicked and allowed emotions to sway their investment strategies. He continues that too much focus is placed on the struggle of large cap stocks allowing investors to overlook the smaller opportunities for gains within the US market. “Emotions and instincts are the investor’s enemies,” explains Matson.

foxbusiness Fox Business, November 10, 2010

Mark Matson, founder and CEO of Matson Money, appears on Fox Business to offer his opinion on the Federal Reserve’s attempt to manipulate the dollar. Matson offers that a sound dollar supply and capital creation is what’s necessary for the economy, instead of manipulation of the market. “You can’t create real wealth in this country, or any country, by printing it,” Matson states.

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CNBC “The Call,” November 9, 2010

Mark Matson, founder and CEO of Matson Money, joins CNBC hosts to offer his opinion on the stock market rally. Matson stresses the importance of long term investment in stocks as past history shows markets always returning to their high points. “A high return on something recent and a good story does not make for a good long term investment,” says Matson.

foxbusiness Fox Business, November 3, 2010

CNBC hosts connect with Mark Matson, founder and CEO of Matson Money, to debate how the newly elected Republican House majority will impact the economy. Mark discusses the expected changes for the economy, including recent health care legislation and the Bush tax cuts. He continues that this week’s elected Republican majority was, “a real big win for capitalism in general.”

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InvestmentNews, October 31, 2010

Jessica Toonkel of InvestmentNews features Mark Matson, founder and CEO of Matson Money, on the growing concerns with ETFs. Matson offers one disadvantage being that many asset classes can’t be accessed through ETFs, particularly domestic value and international small-cap value. “When we build portfolios, we have a significant focus on micro-cap international small value, and those ETFs don’t go deep enough in those sectors of the market,” Matson explains.

foxbusiness Fox Business, October 20, 2010

Mark Matson, founder and CEO of Matson Money, makes an appearance on FOX Business to offer his opinions on who is to blame for the foreclosure mess. According to Matson, “everyone is to blame.” He offers that many areas contributed to the fiasco including the government, homeowners, speculators and banks and that, “there were serious warnings that were ignored.”

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InvestmentNews, October 19, 2010

Jessica Toonkel of InvestmentNews cites Mark Matson, founder and CEO of Matson Money, and his insight into the ETF glitch and what to expect from it. Such glitches should serve as a reminder that ETFs are complicated products with a number of “moving pieces,” Matson says. “I expect that we will see more of this kind of stuff. There is a law of physics that says that the more moving pieces you have, the more opportunity for failure.”

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RIABiz.com, October 13, 2010

Steve Garmhausen of RIABiz.com features Mark Matson, CEO and founder of Matson Money, for an Advisor Spotlight. Matson offers a glimpse into his investment coaching strategy, the “Million Dollar Model Program.” He continues with his start in the business, his commitment to advisor training and the importance of staying invested and how he views the financial industries future growth.

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BNN, October 7, 2010

BNN interviews Mark Matson, CEO and founder of Matson Money, on the Dow reaching 11,000 in the near future. Matson offers that historically after a market crash, they’ve always gone back to the all-time highs and those who panic miss out on the highest returns. “Everyone knows what to do, but they don’t want to do it. Investors need to own equities, diversify and rebalance,” he continues.

foxbusiness Fox Business, October 6, 2010

Fox Business host Cheryl Casone speaks with Mark Matson, CEO and founder of Matson Money, on how the individual investor can gain from the market’s rise. Matson offers his thoughts to when the Dow will hit 11,000. “When we do go past Dow 11,000, it’ll be the eighth time… it’s not a matter of if, it’s a matter of when. Markets long-term always go back to their highs,” he says.

foxbusiness Fox Business, September 29, 2010

Fox Business’ Casone’s Corner speaks with Mark Matson, CEO and founder of Matson Money, to discuss extending the Bush tax cuts. Matson supports an extension and offers that distribution of wealth doesn’t fix the issues at hand and goes against the capitalist integrity of the United States. “You’re seeing a total rejection of the socialist high-tax/high-spending agenda, more will come and we’ll see what happens from there,” he continues.

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CNBC “The Call,” September 24, 2010

CNBC hosts interview Mark Matson, CEO and founder of Matson Money, on recent optimism in the stock market. Matson offers that investor’s need to get into the market now, stay long term and stop worrying about the next 20 percent. Instead, focus on the next 200. “Equities are the greatest wealth creation tool known to mankind and a positive long-term hold,” he continues.

foxbusiness Fox Business, September 8, 2010

Fox Business’ Casone’s Corner brings back Mark Matson, CEO and founder of Matson Money, to discuss small business tax cuts. Matson offers his thoughts on the true motive of the proposed tax cuts and speaks to the eventual rsise in taxes for most business owners and the negative effect it will have on hiring, growth and the economic recovery.

foxbusiness Fox Business, September 3, 2010

Liz Claman of Fox Business speaks with guest host Mark Matson, CEO and founder of Matson Money, on his investment tips for today’s market. Matson emphasizes the advantages of holding equities long return for wealth creation, bonds short-term and avoiding panic. He continues discussing the value of the industrial and financial sectors and advises investors to keep investing simple.

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Fox Business, August 31, 2010

Fox News “Happening Now” host Jenna Lee interviews Mark Matson, CEO and founder of Matson Money, for his expertise on what both parties battling over the economy means for consumers’ wallets. Matson offers three points that can turn the economy around including, reversing the new taxes, reducing the spending deficit and halting government intervention.

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Fox Business, August 18, 2010

Cheryl Casone of Fox Business speaks with Mark Matson, CEO and founder of Matson Money, on whether the mortgage industry should be nationalized. Mark offers that this change would negatively affect the markets, current and future homeowners’ options and lead to a slippery slope of a nationalized government which would ultimately destroy free markets.

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BNN, August 5, 2010

Business News Network speaks with Mark Matson, CEO and founder of Matson Money, on today’s market and the recent unpredictability of equity and fixed income prices. Mark offers that equities will pilot investors into long term performance in their portfolio and continues that most investors are dramatically under-diversified. “Emerging markets have premiums in the ballpark of 9-10 percent in the last thirty plus years. Investors need to be disciplined to stay in there and get that premium – most investors need a coach for that since they panic and get in and out,” he adds.

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Fox Business, August 4, 2010

Cheryl Casone of Fox Business interviews Mark Matson, CEO and founder of Matson Money, for his thoughts on how President Obama should spur job creation. Matson offers that he should incorporate job creation as the beacon for entrepreneurial freedom and free markets through tax cuts, do away with capital gains and dividends and create a balanced budget. “If you want to raise taxes and raise marginal rates, then Congress should at least balance the budget,” Matson adds.


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Forbes.com, July 30, 2010

Mark Matson, CEO and founder of Matson Money, contributes a piece to Forbes.com discussing how speculation is debilitating to a portfolio and investor’s goals. He offers, “Speculation-averse investors should shun schemes and invest in securities globally, holding them as their value climbs and selling only when a portfolio’s target allocation gets out of whack.” Matson suggests investors buy equities, diversify their holdings and rebalance their target allocations in globally diversified stock portfolios.

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FINS, July 29, 2010

Sindhu Sundar of FINS from The Wall Street Journal quotes Mark Matson, CEO and founder of Matson Money, on using Twitter as way to enhance a job seeker’s personal brand. Matson offers his expertise as an avid Twitter user to develop an overall social media strategy. “The point is to have people in your community that know you and you know them — there’s so much garbage out there. I’d rather have 200 people that are important to what you’re trying to create vs. 10,000 that don’t care,” says Matson.

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Fox Business, July 28, 2010

Mark Matson, founder and CEO of Matson Money, is featured on FOX Business discussing whether or not the tax cuts established by former President Bush should continue indefinitely. Matson offers that Capitol Hill should not increase taxes as the tax cuts will continue to benefit all income levels. He continues that keeping the cuts will lead to persistent spending, investing, and hiring, which all stimulate fiscal development.

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Financial Planning
, July 27, 2010

Donna Mitchell of Financial Planning quotes Mark Matson, founder and CEO of Matson Money, discussing a Capstrat study which found that Americans still go to financial advisors when seeking money management guidance. Matson offers that financial advisors have been making some headway with consumers. “Other research shows that entrepreneurs are among the most trusted people in the economy, and independent advisors are entrepreneurs,” he says.

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Fox Business, July 20, 2010

Fox Business turns to Mark Matson, founder and CEO of Matson Money, for his insight on the financial reform bill which overhauled regulation on Wall Street’s big banks. Matson discusses how the bill has the wrong focus and that banks should not be held responsible as they did not create this financial crisis. Matson goes on to offer, “The banks are not the ones that created the crisis. The crisis was created by mortgages Fannie Mae and Freddie Mac, that’s where the problem was instituted.”

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Fox Business, June 21, 2010

Fox Business discusses why stimulus money should not be utilized in the Gulf cleaning effort with Mark Matson, founder and CEO of Matson Money. Matson offers that those responsible for the disaster must be held accountable and not put the task into the hands of taxpayers. He continues that the stimulus money should not be used for the oil spill recovery, but for an overall economic recovery.

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Fox Business News, June 7, 2010

Fox Business host Cheryl Casone speaks with Mark Matson, founder and CEO of Matson Money, as he offers his insight on the European debt crisis and what this means for investors. Matson says to investors, “there will always be confusion, pain, and fear out there, but long term equities are a self correcting system if they are invested smartly. A well diversified, long-term investor is up seven percent over the last ten years, and the panic now is what gets the investor in trouble.”
This segment also appears at: Yahoo Finance, June 7, 2010

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Financial Advisor, June 1, 2010

Charles Passy of Dow Jones – as featured by Financial Advisor– quotes Mark Matson, CEO and founder of Matson Money, in a piece focusing on investors reaction to fraudulent advisors in the headlines. Matson offers his thoughts to the advantages of having informed clients who are now less susceptible to schemes. “It’s really good when investors have a buyer-beware mentality,” says Matson.

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CNBC “Squawk on the Street,” May 14, 2010

CNBC hosts interview Mark Matson, CEO and founder of Matson Money, on his investment strategies. Matson offers that his strategy focuses on the next 20 years, not the next 20 days or minutes. “Investing is simple… you own equities long-term, diversify and you rebalance on the highs and lows back to target,” says Matson.

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Research, May 1, 2010

Ellen Uzelac at Research Magazine discusses appropriate fees for charging clients with Mark Matson, CEO and founder of Matson Money. Matson offers that aside from pricing, outsourcing ongoing operations — such as reporting, rebalancing, compliance and even marketing — can also be a game changer. This alteration could bring advisor commission up from 25 percent to 75 percent, he adds.

cnbcCNBC, “Power Lunch,” April 23, 2010

CNBC hosts discuss Greece’s “debt threat” and how it affects globally diversified investors with Mark Matson, CEO and founder of Matson Money. Matson offers that the best plan of action is to ignore the next six months of activity and focus on long-term international diversification for top returns. “You need to be diversified internationally,” says Matson.

 

Market Watch
MarketWatch.com, March 31, 2010

Donna Kardos of DowJones Newswires – as featured on MarketWatch.com – quotes Mark Matson, CEO and founder of Matson Money, in a piece highlighting the current economic state. Matson explains that while the economy is improving, it is not vastly progressing due to the fact that people are still losing their jobs. “We think the economy is marching forward here, but not at an extremely fast pace,” says Matson. This article also appears at: The Wall Street Journal, March 31, 2010

cnbc CNBC “The Call”, March 31, 2010

CNBC co-hosts Trish Regan and Larry Kudlow talk with Mark Matson, CEO and founder of Matson Money, about the stock market. Matson offers his opinion that Washington’s current policies will not have an affect on the market. “The big question is can free market capitalism create wealth faster than the federal government can destroy it?” Matson asks. “And the long-term answer to that is an absolute yes.”

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Financial Planning
, February 26, 2010

Stacy Schultz at Financial Planning quotes Mark Matson, CEO and founder of Matson Money, on keeping clients focused on long term investment goals. Matson offers that keeping clients emotions in check is the most important factor. “The only long-term value proposition you can give is to help people understand that no matter how many tools you give them, their behavior is going to be dysfunctional. They need you to keep them disciplined,” says Matson.

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BNN, February 18, 2010

Business News Network host speaks with Mark Matson, CEO and founder of Matson Money, on today’s market and the recent turn to investments in gold. Matson explains that his investment strategy is to typically avoid commodities and continues to offer that gold has a standard deviation equal to a stock. “If you’re going to be willing to hold that kind of volatility, get out of gold and own the stocks,” Matson says.

TheStreet
TheStreet.com, February 18, 2010

Gregg Greenburg of TheStreet.com turns to Mark Matson, CEO and founder of Matson Money, on his investment strategies. Matson suggests that investors diversify their portfolios in order to avoid the risk and unpredictable characteristic of the markets. “The way that we handle that risk is to diversify globally by owning over 42 countries because we don’t believe we have that magic formula to predict in the U.S. market,” says Matson.

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CNBC “The Squawk on the Street”, February 18, 2010

Mark Haines and Erin Burnett of CNBC “Squawk on the Street” speak with Mark Matson, CEO and founder of Matson Money, on whether gold is a good investment in the current market. Matson advises that gold is not better than the dollar, suggesting investors diversify globally and get involved in equities long-term. “If you’re going to gamble, go with gold; if you want to invest, do something else,” Matson says.

New York Times
The New York Times, February 18, 2010

Paul Sullivan of The New York Times quotes Mark Matson, CEO and founder of Matson Money, on whether brokers can perform the same as advisers for clients. Matson, who is a former broker, speaks from experience when he offers that brokerage firms should not be in the advisory business under any circumstance. “They should just tell clients, ‘I work for a brokerage and I’m going to suggest some things, and you have to make the decision if they’re right for you,'” says Matson.

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CNBC “The Call”, February 12, 2010

Larry Kudlow and Melissa Francis of CNBC “The Call” turn to Mark Matson, CEO and founder of Matson Money, on whether equities are a smart investment. Matson explains that although some advise investors to not be in equities, it’s the best wealth creation tool and a way to diversify in the current market. “Don’t try to time the market because you never know when it’s going to come back. You need to own some equities now and stay diversified,” Matson says.

MarketWatchMarketWatch.com, January 27, 2010

Robert Powell of MarketWatch.com quotes Mark Matson, CEO and founder of Matson Money, on President Obama’s retirement proposals and their affect on retirement security. Matson offers that the best way to alter and perhaps improve upon the Obama administration’s proposals would be to “stop every entitlement program and encourage personal responsibility and accountability”.

This article also appears at:
The Wall Street Journal, January 30, 2010
Financial Advisor, January 28, 2010
FoxBusiness.com, January 27, 2010
USAToday.com, January 27, 2010

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CNBC “Special Report”, January 21, 2010

Maria Bartiromo of CNBC speaks with Mark Matson, CEO and founder of Matson Money, on his views concerning the bank regulations President Obama proposed and his expectation for the market’s performance. “Only somebody who doesn’t understand the business would try to kill the banks before they can get all the money paid back, so this is bad for business,” says Matson.

New York Times
The New York Times, Matson Money, January 20, 2010

Paul Sullivan of The New York Times quotes Mark Matson, CEO and founder of Matson Money, on the regulations that might occur in health care due to government involvement. Matson explains that while most people think of regulation as a positive action, unplanned events can lead to crashes. “The big problem with all of this is even if this worked we’re going to have Black Swan effects on whatever they do,” says Matson.


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Fox Business News “Closing Bell”, January 15, 2010

Liz Claman of Fox Business News speaks with Mark Matson, CEO and founder of Matson Money. Matson emphasizes the importance for investors to diversify their portfolios, which he says can be done by including international markets, such as Brazil, Russia, India and China. “Obviously investing in foreign countries is expensive but these markets are great diversifiers for your portfolio,” says Matson.

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CNBC “Power Lunch”, January 14, 2010

Mark Matson, CEO and founder of Matson Money, appears on CNBC “Power Lunch” and provides his optimism for the market and investors, pointing out that the economy and the market will improve. “The market can always go up,” Matson says. “Statistically speaking, the market goes up two out of every three years.”


The Galveston County Daily News, December 20, 2009

Laura Elder of The Galveston County Daily News quotes Michelle Matson, vice president of Matson Money, on paying off credit card debt. Matson suggests making the process less stressful by setting short and long-term goals, making a commitment to reaching those goals and implementing a reward system. “There are long-term payoffs,” says Matson.

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CNBC “Power Lunch”, December 14, 2009

CNBC turns to Mark Matson, CEO and founder of Matson Money, to discuss the roadblocks in the way of economic growth. Matson lends that government activity such as deficit spending and the ongoing cap and trade is holding us back from expansion. “Small businesses can’t make a move without being taxed,” says Matson.

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CNBC “Power Lunch”, December 1, 2009

Mark Matson, CEO and founder of Matson Money, appears on CNBC to weigh in on his bullish long-term market thoughts, the historic positive returns for equities and his reasoning for being globally diversified. He offers that betting against the economy long-term and focusing on short-term investments is a losing gamble for any investor.

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CNBC “Power Lunch”, November 4, 2009

Mark Matson, CEO and founder of Matson Money, appears on CNBC to discuss his thoughts on the stock market rally ahead of the Federal Reserve’s interest rate decision. Mark asserted his opinions about the Fed’s role in setting monetary policy, sharing his view that a free market system is better equipped to avoid investment market bubbles than the policy-setting Fed.

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Fox Business News, October 20, 2009

Fox Business turns to Mark Matson, CEO and founder of Matson Money, for his thoughts on rebalancing one’s portfolio. Matson offers that while it takes a tremendous amount of discipline to rebalance one’s portfolio, it can bring big returns. He also points out that the best hedge for preventing inflation long-term has been equities rather than commodities.

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The Dispatch, October 14, 2009

Nicole Lauer of The Dispatch features Michelle Matson, vice president of Matson Money, on her book “Rich Chick” that informs women on the basics of saving and investing. Matson offers that women are aware enough of their finances to be concerned, but are not doing what’s necessary. “Women do control a lot of money,” says Matson, “but they don’t have any idea what they are doing with it.”

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Fox Business News, October 7, 2009

Fox Business News turns to Mark Matson, CEO and founder of Matson Money, for his perspective on moving forward in the market and continually navigating “the fog of investing.” Matson offers his thoughts on how the Baucus health bill will hurt entrepreneurial spirit and America’s health care system in general. He also highlights the benefits of incentivizing rather than providing a public option.

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Wall Street Journal, October 5, 2009

Larry Light of The Wall Street Journal quotes Mark Matson, CEO and founder of Matson Money, on concentrated mutual funds. Matson offers that concentrated portfolios make returns much more volatile as it relates to stock picking. “It’s the worst of all possible worlds when you are, in effect, making sector bets on what is hot or think will be hot,” says Matson.

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AdvisorToday.com, October 1, 2009

Mark Matson, CEO and founder of Matson Money, offers his expertise on how financial advisors can rebuild their practice after the market fall for a piece for Advisor Today. Matson discusses strategies that strengthen commitment to clients and enhance their credibility. He lends his advice on how financial advisors can take advantage of the current recession, set themselves apart from other advisors and engage clients through coaching.

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Fox Business, September 28, 2009

Fox Business turned to Mark Matson, CEO and founder of Matson Money, once again for his perspective on what he would advise in this climate. Matson offers his thoughts on why buying gold to reduce inflation risk is a mistake and notes that the only guarantee to beat inflation is to invest in equities long-term.

cnbc1CNBC Reports, September 22, 2009

Mark Matson, CEO and founder of Matson Money, appears on CNBC to discuss his thoughts on the predicted September lows that never resulted. Matson notes that stock picking and marketing timing won’t work; it is important to invest for the long term. He asserts that emerging markets offer great diversification in any portfolio.

 

cnbc1CNBC Reports, September 4, 2009

Zack Shepard, managing director of Matson Money, appears on CNBC to discuss his expertise on revenue versus market cap indexing. Shepard offers that market cap based indexing adds premiums to any portfolio and having micro caps, values and emerging markets is a must in order to end up with a prudent portfolio diversification.

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Fox Business, September 1, 2009

Mark Matson, CEO and founder of Matson Money, appears on Fox Business to discuss his expertise on portfolio diversification and owning the market. Matson offers investing in the entire market is the only way to create growth and urges investors to ignore the September low myth and focus on long term goals.

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InvestmentNews, August 26, 2009

Sue Asci at Investment News quotes Mark Matson, CEO and founder of Matson Money, on Obama’s decision to nominate Federal Reserve chairman Ben Bernanke for a second term. Matson offers that he doesn’t believe Bernanke is doing a good job. “He was wrong about the Troubled Asset Relief Program. We should not have bailed out the banks,” says Matson.

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Forbes.com, August 26, 2009

Forbes.com picks up an article by Stephen Bernard at the Associated Press who features Mark Matson, CEO and founder of Matson Money, on how treasuries were little changed Wednesday despite a strong auction for $39 billion in five-year notes. Matson offers that improving consumer spending could put further pressure on prices, leading to inflation, though he notes that the current recession means it’s unlikely to occur in the near future.

This article also appears at:
ABCnews.com, August 26, 2009
San Jose Mercury News, August 26, 2009
Charlotte Observer, August 26, 2009
Houston Chronicle, August 26, 2009
Atlanta Journal Constitution, August 26, 2009
Southern Ledger, August 26, 2009
Minneapolis Star Tribune, August 26, 2009
Miami Herald, August 26, 2009

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SmartMoney.com, August 14, 2009

Rob Wherry of SmartMoney.com quotes Mark Matson, CEO and founder of Matson Money, on high-minimum funds with solid returns. Matson offers his belief that higher minimums do help to protect shareholders, yet he also sees some of the so-called benefits as marketing ploys. “It does afford a little protection, but it sounds like a little bit of marketing from the fund company,” says Matson.

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Fox Business, July 29, 2009

Mark Matson, CEO and founder of Matson Money, appears on Fox Business Opening Bell with Alexis Glick to discuss his expertise on whether now is the time to stay in the market. Mark offers his thoughts on how the ‘buy and hold’ strategy still works and how staying diversified long-term provides consistent gains.

cnbc1CNBC Reports, June 25, 2009

CNBC host Dennis Kneale discusses the possibility that the recession has ended with Mark Matson, CEO and founder of Matson Money. He asserts that positive thoughts and emotions of investors are what will lead us out of the financial turmoil we are in. Mark also lends his thoughts on how to handle America’s non-financial debt and the possibility of inflation.

foxbusinessFox Business, June 10, 2009

Fox Business “Opening Bell” host Alexis Glick, speaks with Mark Matson, CEO and founder of Matson Money, on his thoughts on the economy, top financial news of the day, opportunities that the markets provide and how investors should continue to navigate these times.

cnbc1CNBC Reports, May 28, 2009

CNBC host Dennis Kneale weighed in on the recent hope of an economic revival, the probability of inflation return in the current economy and long-term advantages of equities in any market environment. Matson offers his expertise on the top financial news.

foxbusinessFox Business, May 19, 2009

Mark was invited to guest host Fox Business’ Closing Bell, live from the Fox News’ NYC headquarters. Mark offered his expertise and opinions to Liz Claman and viewers on being globally invested.

cnbc1CNBC Reports, May 13, 2009

CNBC host Dennis Kneale discusses what amount of exposure investors should have to the equity markets with Mark Matson, CEO and founder of Matson Money. Matson offers that free market capitalism will find a way regardless of government regulation. He declares that stock picking and market timing is a loser’s game and long-term investing in equities trounces gains made by fixed income investments.

businesscourierCincinnati Business Courier, April 17, 2009

Steve Watkins of the Cincinnati Business Courier features Mark Matson, CEO and founder of Matson Money, on his thoughts and strategies surrounding the current market. Matson offers that his clients’ portfolios are diversified among growth and value, large and small, broad international and emerging markets stocks. “In down markets, it’s even more important to be diversified,” says Matson.

nextmoveThe Next Move, April 2009

Cheryl Winokur Munk of The Next Move, a Registered Rep. newsletter, quotes Mark Matson, CEO and founder of Matson Money, on advisors stepping up their marketing efforts. Matson offers that “point of entry” events (dinner events, golf outings and wine tastings) are most successful. “Advisors often look at marketing as an expense, without calling it what it really is, which is an investment,” says Matson.

foxbusFox Business News, April 10, 2009

Alexis Glick of Fox Business News interviews Mark Matson, CEO and founder of Matson Money, on the recent market rally and how it’s affecting businesses. Matson comments on why businesses will get us out of this economy despite what the government is doing. “If we just leave business alone, I’m a free market capitalist, and businesses will get us out of this,” says Matson.

cnbc1CNBC Reports, April 8, 2009

CNBC hosts Dennis Kneale and Melissa Lee discuss the events of the trading day with Mark Matson, CEO and founder of Matson Money. While on the air, Matson comments on the FOMC minutes reveal and the effect it’s having on the markets. Matson feels that the best way to diversify your portfolio in regards to risk is to be broadly and globally diversified. He advises not to get caught investing in any one segment due to the volatile market and short-term market rallies.

atmasthead1AdvisorToday.com, April 4, 2009

Maggie Leyes of AdvisorToday.com interviews Mark Matson, CEO and founder of Matson Money, on how to steer clear of the most common mistakes that can end a financial advisor’s career. He also shares the “20 Must-Answer Questions” that he uses with his clients. “It is possible to not only maintain, but grow your business in this environment,” says Matson.

cnbcCNBC “Power Lunch,” March 13, 2009

Mark Matson, CEO and Founder of Matson Money, joins CNBC to offer his thoughts and rationale on why incorporating annuities into an investor’s portfolio doesn’t always make sense. Matson shares his thoughts that poor liquidity, high fees and under market returns for the life of the contract are the main disadvantages to annuities and that these investment opportunities are only as financially strong as the insurer.