The Numbers Are In!

The numbers are in! This is what you have been waiting for and what your clients are going to want to see. Matson Money’s GIPS verified returns and Dalbar updates are revealed on this episode of Matson Money Live! Best regards, Mark

25 Years Of Investing Breakdowns

The last 25 years have created many opportunities for investors to make costly mistakes. Check out this crucial episode of Matson Money Live! where we uncover some of the deadly mistakes investors have made. These are the pitfalls investors really need to protect against. Best regards, Mark

You’re Welcome!

Sometimes in life it’s not what you do that matters, it’s what you don’t do. One of the hardest things for an adviser to do is to demonstrate the value and worth they bring to their clients. Sometimes clients may ask questions like “Why am I paying fees? Can’t I do this myself? What am […]

Why Are Jobs Great For America?

Are policies that support capitalism and job creation good for America? American citizens want to work… the problem is that American companies face much stricter regulations and expenses to create jobs at home. High corporate taxes, regulations, and employment costs de-incentivize American businesses to create jobs in the U.S. Adopting a pro-growth approach to business […]

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 […]

What Do The Election Results Mean To Your Portfolio?

With the surprising results of the election, many Americans are feeling fear and anxiety about the future. What do these election results mean to your financial future? Check out this Special Election episode of Matson Money Live! for some perspective on the political impact on your American Dream. Best regards, Mark

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 […]