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  1. March 24th, 2023 by Corinne Strohbach | Posted in Uncategorized |

    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. March 22nd, 2023 by Angelina Greer | Posted in Uncategorized |

    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. March 16th, 2023 by Corinne Strohbach | Posted in Uncategorized |

    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…

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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.

The website may include data, graphs, charts or other material reflecting the performance of a security, an index, an investment vehicle, a composite or other instrument over time (“Performance Material”). Past performance, and any performance reflected in Performance Material, is not an indication of future results.

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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