Women As A Financial Powerhouse

Women are a huge part of today’s economy, and as investors, need to prepare to control a majority of the wealth in our country. Finding the right education and approach to the investing process is a big part of that challenge. Beyond spreadsheets and data, women want to know how investing will impact their lives, […]

Investors’ Biggest Financial Worries

Many investors have historically depended on company pension plans and social security to make it in retirement. With the shift toward personal retirement planning many investors are worried. Preparation is a key factor in living the retirement you’re after. Life is full of tough choices, but remember that your financial decisions today will impact your […]

InvestmentNews Exclusive: Who Does the DOL Fiduciary Rule Help, Hamper?

In this InvestmentNews clip, I joined Matt Ackermann to discuss the new fiduciary rule and how it will force RIAs to make some adjustments to their business. I explained how the new rule will impact investors, robos, broker dealers and “mom and pop” advisers. Keep it real, Mark

Investment News Exclusive: Millennial Initiative

With a lot of negative media surrounding the Millennial Generation, Mark Matson and Amanda Lawson explain Matson Money’s Millennial Initiative which is to shed a positive light and help bring families closer together while opening conversations about life and money. Keep it real, Mark

Investment News Exclusive: The Verification Investors Should Be Clamoring For

What are Global Investment Performance Standards (GIPS) reviewed returns and why should they be essential? Mark Matson of Matson Money explains why you should not invest your money with anyone who does not have verified returns of actual clients that comply with GIPS. Keep it real, Mark

Investment News Exclusive: Understanding Millennials

Where are millennials investing? How much are they investing? Mark Matson and his millennial daughter Amanda Lawson of Matson Money took on the speed round, revealing some very interesting and critically important statistics regarding Gen Y. Check it out! Keep it real, Mark