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 […]

Don’t Let Today’s Headlines Dictate The Future Of Your Investments

The reality is that no one knows what’s going to happen in the future. Headlines can provoke investors to become anxious and make portfolio changes that may not be in their best interest. When new information hits the airwaves the market quickly prices it in. Our job is to help keep people disciplined in the […]

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: How, When and Why to Rebalance

In turbulent market conditions, investors and advisers often find it extremely difficult to rebalance portfolios – sell what is up and buy what is down. Steve Miller of Matson Money explains how, when and why to rebalance as well as who you can align yourself with in order to perform this critical step in portfolio […]

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

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