The Five Agreements

You may have heard the rumors and I can confirm that they are in fact true, the Matson Money System is changing. The Five Agreements are in – Investor Inventory is out. The Five Agreements are a pivotal new tool that can help attract and keep the right clients. Check out the full presentation here. […]

War and Markets

Considering recent military saber rattling, should investors be afraid? And what if things get worse? Check out this episode of Matson Money Live! to arm yourself to guide your clients through these emotional and stressful times. Best regards, Mark

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

Trump’s DoL Review and What It Means For You

Check out this important episode of Matson Money Live! where we explore the implications for investors, financial institutions, and yes, even the economy as a whole in the aftermath of President Donald J. Trump’s memorandum ordering a review of the Department of Labor fiduciary rule in addition to the Dodd-Frank regulations. 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 […]

The Trump Effect and the Perils of Market Timing

While gurus guess at what the market will bring, investors can get thwarted by predictions that backfire and reactionary behavior. If you tried to time the market in 2016, you may have met disastrous results; in this episode, the Matson Money Live! team cuts through and clarifies the mysteries of what markets did in 2016. […]

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

The Returns Enigma

Check out this video that breaks down what returns really mean, how they are calculated, how they can be represented (and misrepresented), the lowdown on GIPS standards, how Matson Money calculates returns, and why it matters to your portfolio. Don’t miss this academically inclined and critically important video! Best regards, Mark