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Matson Money Investor Symposium 2016: Millennial Initiative

Millennials are young, educated, and optimistic – but sadly they are confused and ill-informed when it comes to finances and investing. In this Investor Symposium exclusive, Amanda Lawson explains the basics of investing for this generation, and how they can utilize the power of investing, compounding, and free markets to help get on track to […]

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Matson Money Investor Symposium 2016: Investor Jeopardy

In this segment, I take a fun approach to addressing some of the common questions investors ask, and put them in perspective to help keep your strategy on track. Any investor’s portfolio could be in jeopardy if they come up with the wrong answers to these questions and let them drive the investing process. Best […]

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Matson Money Investor Symposium 2016: Dressed to Invest

Michelle Matson, VP of Marketing at Matson Money, sheds light on the differences in priorities and approaches between men and women when it comes to investing. Women today are largely  unprepared to lead financially, and now is the time to step up and get in the investing game. Women are ready and able to take […]

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Matson Money Investor Symposium 2016: OMG Global Economic Armageddon

Zack Shepard, VP of Communications at Matson Money, explored the concept of “Armageddon Fatigue,” especially in this heightened time of fear in our country, and reminds us of all the amazing things happening in our world every day, and why the American Dream is still possible in the midst of so much perceived panic and […]

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Matson Money Investor Symposium 2016: The Seven Deadly Mistakes That Could Destroy Your Retirement

In this segment, I share some of the common mistakes investors make when it comes to preparing for retirement. Most investors are in the difficult position of not having saved enough, and what they have saved – they haven’t gotten the type of investment returns they need to live out their ideal retirement. If you’re […]

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Matson Money Investor Symposium 2016: Rescuing Your American Dream

The 2016 Matson Money Investor Symposium was a remarkable opportunity to connect with advisers and investors to focus on investing topics that will have impact for years to come. Leading off the event, Mark Matson, Founder and CEO, discussed the reality of the American Dream today, the dangers many will face in retirement, and ways […]

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My Recent Appearance on CNBC’s Closing Bell!

From the heart and engine of capitalism on the exchange floor, I share where investors should be focused. Owning equities long-term is historically positive for investors, don’t try to time the market – own it! Best regards, Mark

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The Returns Enigma

Check out this video that breaks down what returns really mean, how they are calculated, how they can be represented (and misrepresented), the lowdown on GIPS standards, how Matson Money calculates returns, and why it matters to your portfolio. Don’t miss this academically inclined and critically important video! Best regards, Mark

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Catch Up On My Latest Appearance on Fox Business

Check out my recent appearance on Fox Business with Charles Payne where I comment on the futility of market forecasts, how to stay focused on basic investing principles, and how knowable risk is already factored into market prices. Best regards, Mark