Category Archives: Uncategorized

  1. 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…

  2. 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…

  3. Market Volatility in 2023: What Investors Can do to not be Taken Out by the Turbulence

    One of the biggest challenges facing some investors today is market turbulence. While January 2023 started on an upward swing, the market has already shown to be volatile, and this year’s gains remain unknown as fear remains steady around inflation and other contributing factors.1 Some analysts are projecting that the S&P 500 earnings will drop…