Monthly Archives: March, 2023

  1. Navigating the Future with Science-Based Succession Planning

    Each day, 10,000 Baby Boomers will reach the age of retirement from now until 2030.1  For entrepreneurs, this can create an eminent threat to the future or their business. For financial advisors, this can cause uncertainty for their investors and their financial future. Research suggests that only 35 percent of organizations have a formalized succession…

  2. Investors: Don’t Self-Diagnose Your Portfolio! Why having a financial physician that can listen, diagnose, educate, and then treat can be the right plan for long-term wealth creation.

    When it comes to your hard-earned money, we believe investors should take a holistic and scientific approach. For more than 30 years, Matson Money has worked with top economists and behavioral scientists to develop portfolios based on empirically tested academic research. Each year, Matson Money hosts the Advanced Advisor Conference, where advisors have an opportunity…

  3. Mark Matson on TD Ameritrade’s: Market on Close. Is there a light at the end of the tunnel or is this crisis just starting to unfold?

    Mark Matson joined Oliver Renick on TD Ameritrade: Market on Close to talk about lessons for investors with the fragile banking system and what they can do instead with their portfolios. Investors need to understand the risk characteristics of their own portfolios and not potentially create more issues by doing the wrong thing at the…