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: Millennials Are Uninformed When It Comes To Retirement Planning

Amanda joined Shannon Rosic to discuss why millennials struggle to save money. Amanda explained that the younger generation was never taught basic financial skills but she recommends they can start saving by putting aside money towards retirement rather than wasteful spending. Best regards, Mark

InvestmentNews Exclusive: Why Millennials Aren’t Ready To Be Financial Advisers

Mark and Amanda joined Matt Ackermann to discuss the role of millennials in the financial services industry. Within, Mark said advisory firms need to stop categorizing people as millennials and start hiring and mentoring them. Best regards, Mark

InvestmentNews Exclusive: Matsonism or Song Lyric?

Mark joined host Matt Ackermann to explain what inspired him to write his latest book. The InvestmentNews host also quizzed Mark on famous song lyrics that sound like Matsonisms.

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