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Monthly Archives: January, 2023

  1. January 31st, 2023 by Corinne Strohbach | Posted in Uncategorized |

    Mark Matson on Fun Money and the Fate of Your Portfolio

    Mark Matson, Founder and CEO of Matson Money, was quoted in a recent MarketWatch article, ‘It’s addictive; it’s seductive, and you can destroy your future.’ Keep ‘fun money’ from ruining your investment plan. The article examines a popular trend among some investors: fun money. A fun money account is one that is reserved to play…

  2. January 25th, 2023 by Corinne Strohbach | Posted in Uncategorized |

    Mark Matson on Fox Business’ The Claman Countdown: There’s No Safety in Numbers

    Following a dismal year for some investors in 2022, what can they do to prepare for the year ahead? Watch Mark Matson on Fox Business’ The Claman Countdown to hear how he says investors can avoid making the same mistakes in 2023. Hint: It’s not picking the hottest tech stocks, cryptocurrency, or following the herd….

  3. January 12th, 2023 by Corinne Strohbach | Posted in Uncategorized |

    TAMPS: Creating Possibilities for Better Human Relationships Between Advisors and Investors

    American's Best TAMPS Matson Money

    Matson Money is honored to be recognized by Wealth Advisor as one of America’s Best TAMPS for 2023; additionally, we were recognized as one of America’s Fastest Growing TAMPS, according to the 2023 publication. Following a year where U.S. investors lost a combined $6 trillion, Matson Money saw growth despite a bear and sometimes volatile…

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Account Owners referred by other Co-Advisors may pay lower advisory fees for comparable services as a result of the range of fees available at each asset level breakpoint.

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All investing involves risks and costs. Your advisor can provide you with more information about the risks and costs associated with specific programs. Your advisor is not affiliated with Matson Money, Inc. The information contained in this material is for educational purposes only and is not intended as investment advice. No investment strategy (including asset allocation and diversification strategies) can ensure peace of mind, guarantee profit, or protect against loss.

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The videos on this webpage should not be considered investment advice and should not be relied upon as the basis for entering any transaction or advisory relationship or making any investment decision. Please pay close attention to disclosures provided in the presentation, which provide important information about the material therein.

“Random Walks in Stock Market Prices,” Financial Analysts Journal, September/October 1965.

‘Eugene Fama’. NobelPrize.org / Nobel Media <www.nobelprize.org/prizes/economic-sciences/2013/fama/facts/> Web. Accessed 28 August 2019.

Fama, Eugene F. and Kenneth R. French. ‘The Cross-Section of Expected Stock Returns’. The Journal of Finance. June 1992. Print.

Fama, Eugene F. and Kenneth R. French. “A Five-Factor Asset Pricing Model”. Booth School of Business, University of Chicago (Fama) and Amos Tuck School of Business Dartmouth College (French). March 2014. Print. [Expansion of the 3 factor model]

Fama, Eugene F.. ‘Efficient Capital Markets: A Review of Theory and empirical Work’. The Journal of Finance. [Papers and Proceedings of the Twenty-Eighth Annual Meeting of the American Finance Association] Vol. 25, No. 2. New York, N.Y. May, 1970. pp. 383-417. Print. [Efficient Market Hypothesis]

Markowitz, Harry. Portfolio Selection: Efficient Diversification of Investments. New York. Wiley. 1959. Print.

Markowitz, Harry. ‘Portfolio Selection’. The Journal of Finance. Vol. 7, No. 1. March 1952. &lt;bit.ly/1l03aNO&gt; Web. Accessed 14 August 2019. Page. 77-91.

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