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, […]

Matson Money: Three Generations

Every family passes down their own wisdom about how to be successful in the world. See how three generations of financial professionals approach building a financial narrative that inspires and engages audiences. From retirees to millennials, the message of investing and preparing for the future is having an impact on investors nationwide. Best regards, Mark

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 […]

What’s Happened To The American Dream?

The American Dream is under attack. Though the media noise can be deafening, it’s important to remember that there is also great news about living in America today. Technology and innovation – fueled by capitalism – have dramatically improved the standards of living and freedom around the world. We have a great opportunity to educate […]

Matson Money Investor Symposium 2016: Terrance Odean

Matson Money Academic Advisory Board member, Terrance Odean took the stage to discuss how people make financial decisions and how profoundly our decisions can affect our financial future. He illustrates how consistency in financial decision making and building good habits for saving and spending can help make for better long-term results. Best regards, Mark Matson

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 […]

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 […]

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 […]

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 […]