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

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

Is Something Wrong With Our Portfolios?

After two years of low to negative returns, some people may be asking the question: Is Something Wrong With Our Portfolios? Investors don’t only make bad choices after huge negative returns, they can also make poor decisions after flat returns. Should investors expect to make money every year? 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

“Wall Street Marks Second Year of the Bull Market” on Fox Business

Want to know everything we do in six minutes? Watch this clip. The topic on Fox Business today was regarding the two year anniversary of the recent historic bull market. We talked rebalancing, diversification, investor behavior, market premiums, returns, discipline and more. Leave me a comment and let me know what you think. Keep it […]