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Business News Network speaks with Mark Matson, CEO and founder of Matson Money, on today’s market and the recent unpredictability of equity and fixed income prices. Mark offers that equities will pilot investors into long term performance in their portfolio and continues that most investors are dramatically under-diversified. “Emerging markets have premiums in the ballpark of 9-10 percent in the last thirty plus years. Investors need to be disciplined to stay in there and get that premium – most investors need a coach for that since they panic and get in and out,” he adds.
Cheryl Casone of Fox Business interviews Mark Matson, CEO and founder of Matson Money, for his thoughts on how President Obama should spur job creation. Matson offers that he should incorporate job creation as the beacon for entrepreneurial freedom and free markets through tax cuts, do away with capital gains and dividends and create a balanced budget. “If you want to raise taxes and raise marginal rates, then Congress should at least balance the budget,” Matson adds.
Mark Matson, CEO and founder of Matson Money, contributes a piece to Forbes.com discussing how speculation is debilitating to a portfolio and investor’s goals. He offers, “Speculation-averse investors should shun schemes and invest in securities globally, holding them as their value climbs and selling only when a portfolio’s target allocation gets out of whack.” Matson suggests investors buy equities, diversify their holdings and rebalance their target allocations in globally diversified stock portfolios.
Sindhu Sundar of FINS from The Wall Street Journal quotes Mark Matson, CEO and founder of Matson Money, on using Twitter as way to enhance a job seeker’s personal brand. Matson offers his expertise as an avid Twitter user to develop an overall social media strategy. “The point is to have people in your community that know you and you know them — there’s so much garbage out there. I’d rather have 200 people that are important to what you’re trying to create vs. 10,000 that don’t care,” says Matson.
Mark Matson, founder and CEO of Matson Money, is featured on FOX Business discussing whether or not the tax cuts established by former President Bush should continue indefinitely. Matson offers that Capitol Hill should not increase taxes as the tax cuts will continue to benefit all income levels. He continues that keeping the cuts will lead to persistent spending, investing, and hiring, which all stimulate fiscal development.
Financial Planning, July 27, 2010
Donna Mitchell of Financial Planning quotes Mark Matson, founder and CEO of Matson Money, discussing a Capstrat study which found that Americans still go to financial advisors when seeking money management guidance. Matson offers that financial advisors have been making some headway with consumers. “Other research shows that entrepreneurs are among the most trusted people in the economy, and independent advisors are entrepreneurs,” he says.
Fox Business turns to Mark Matson, founder and CEO of Matson Money, for his insight on the financial reform bill which overhauled regulation on Wall Street’s big banks. Matson discusses how the bill has the wrong focus and that banks should not be held responsible as they did not create this financial crisis. Matson goes on to offer, “The banks are not the ones that created the crisis. The crisis was created by mortgages Fannie Mae and Freddie Mac, that’s where the problem was instituted.”
Fox Business discusses why stimulus money should not be utilized in the Gulf cleaning effort with Mark Matson, founder and CEO of Matson Money. Matson offers that those responsible for the disaster must be held accountable and not put the task into the hands of taxpayers. He continues that the stimulus money should not be used for the oil spill recovery, but for an overall economic recovery.
Fox Business News, June 7, 2010
Fox Business host Cheryl Casone speaks with Mark Matson, founder and CEO of Matson Money, as he offers his insight on the European debt crisis and what this means for investors. Matson says to investors, “there will always be confusion, pain, and fear out there, but long term equities are a self correcting system if they are invested smartly. A well diversified, long-term investor is up seven percent over the last ten years, and the panic now is what gets the investor in trouble.”
This segment also appears at: Yahoo Finance, June 7, 2010
Financial Advisor, June 1, 2010
Charles Passy of Dow Jones – as featured by Financial Advisor– quotes Mark Matson, CEO and founder of Matson Money, in a piece focusing on investors reaction to fraudulent advisors in the headlines. Matson offers his thoughts to the advantages of having informed clients who are now less susceptible to schemes. “It’s really good when investors have a buyer-beware mentality,” says Matson.
CNBC “Squawk on the Street,” May 14, 2010
CNBC hosts interview Mark Matson, CEO and founder of Matson Money, on his investment strategies. Matson offers that his strategy focuses on the next 20 years, not the next 20 days or minutes. “Investing is simple… you own equities long-term, diversify and you rebalance on the highs and lows back to target,” says Matson.
Ellen Uzelac at Research Magazine discusses appropriate fees for charging clients with Mark Matson, CEO and founder of Matson Money. Matson offers that aside from pricing, outsourcing ongoing operations — such as reporting, rebalancing, compliance and even marketing — can also be a game changer. This alteration could bring advisor commission up from 25 percent to 75 percent, he adds.
CNBC, “Power Lunch,” April 23, 2010
CNBC hosts discuss Greece’s “debt threat” and how it affects globally diversified investors with Mark Matson, CEO and founder of Matson Money. Matson offers that the best plan of action is to ignore the next six months of activity and focus on long-term international diversification for top returns. “You need to be diversified internationally,” says Matson.
MarketWatch.com, March 31, 2010
Donna Kardos of DowJones Newswires – as featured on MarketWatch.com – quotes Mark Matson, CEO and founder of Matson Money, in a piece highlighting the current economic state. Matson explains that while the economy is improving, it is not vastly progressing due to the fact that people are still losing their jobs. “We think the economy is marching forward here, but not at an extremely fast pace,” says Matson. This article also appears at: The Wall Street Journal, March 31, 2010
CNBC “The Call”, March 31, 2010
CNBC co-hosts Trish Regan and Larry Kudlow talk with Mark Matson, CEO and founder of Matson Money, about the stock market. Matson offers his opinion that Washington’s current policies will not have an affect on the market. “The big question is can free market capitalism create wealth faster than the federal government can destroy it?” Matson asks. “And the long-term answer to that is an absolute yes.”
Financial Planning, February 26, 2010
Stacy Schultz at Financial Planning quotes Mark Matson, CEO and founder of Matson Money, on keeping clients focused on long term investment goals. Matson offers that keeping clients emotions in check is the most important factor. “The only long-term value proposition you can give is to help people understand that no matter how many tools you give them, their behavior is going to be dysfunctional. They need you to keep them disciplined,” says Matson.
Business News Network host speaks with Mark Matson, CEO and founder of Matson Money, on today’s market and the recent turn to investments in gold. Matson explains that his investment strategy is to typically avoid commodities and continues to offer that gold has a standard deviation equal to a stock. “If you’re going to be willing to hold that kind of volatility, get out of gold and own the stocks,” Matson says.
TheStreet.com, February 18, 2010
Gregg Greenburg of TheStreet.com turns to Mark Matson, CEO and founder of Matson Money, on his investment strategies. Matson suggests that investors diversify their portfolios in order to avoid the risk and unpredictable characteristic of the markets. “The way that we handle that risk is to diversify globally by owning over 42 countries because we don’t believe we have that magic formula to predict in the U.S. market,” says Matson.
CNBC “The Squawk on the Street”, February 18, 2010
Mark Haines and Erin Burnett of CNBC “Squawk on the Street” speak with Mark Matson, CEO and founder of Matson Money, on whether gold is a good investment in the current market. Matson advises that gold is not better than the dollar, suggesting investors diversify globally and get involved in equities long-term. “If you’re going to gamble, go with gold; if you want to invest, do something else,” Matson says.
The New York Times, February 18, 2010
Paul Sullivan of The New York Times quotes Mark Matson, CEO and founder of Matson Money, on whether brokers can perform the same as advisers for clients. Matson, who is a former broker, speaks from experience when he offers that brokerage firms should not be in the advisory business under any circumstance. “They should just tell clients, ‘I work for a brokerage and I’m going to suggest some things, and you have to make the decision if they’re right for you,’” says Matson.
CNBC “The Call”, February 12, 2010
Larry Kudlow and Melissa Francis of CNBC “The Call” turn to Mark Matson, CEO and founder of Matson Money, on whether equities are a smart investment. Matson explains that although some advise investors to not be in equities, it’s the best wealth creation tool and a way to diversify in the current market. “Don’t try to time the market because you never know when it’s going to come back. You need to own some equities now and stay diversified,” Matson says.
MarketWatch.com, January 27, 2010
Robert Powell of MarketWatch.com quotes Mark Matson, CEO and founder of Matson Money, on President Obama’s retirement proposals and their affect on retirement security. Matson offers that the best way to alter and perhaps improve upon the Obama administration’s proposals would be to “stop every entitlement program and encourage personal responsibility and accountability”.
This article also appears at:
The Wall Street Journal, January 30, 2010
Financial Advisor, January 28, 2010
FoxBusiness.com, January 27, 2010
USAToday.com, January 27, 2010
CNBC “Special Report”, January 21, 2010
Maria Bartiromo of CNBC speaks with Mark Matson, CEO and founder of Matson Money, on his views concerning the bank regulations President Obama proposed and his expectation for the market’s performance. “Only somebody who doesn’t understand the business would try to kill the banks before they can get all the money paid back, so this is bad for business,” says Matson.
The New York Times, Matson Money, January 20, 2010
Paul Sullivan of The New York Times quotes Mark Matson, CEO and founder of Matson Money, on the regulations that might occur in health care due to government involvement. Matson explains that while most people think of regulation as a positive action, unplanned events can lead to crashes. “The big problem with all of this is even if this worked we’re going to have Black Swan effects on whatever they do,” says Matson.
Fox Business News “Closing Bell”, January 15, 2010
Liz Claman of Fox Business News speaks with Mark Matson, CEO and founder of Matson Money. Matson emphasizes the importance for investors to diversify their portfolios, which he says can be done by including international markets, such as Brazil, Russia, India and China. “Obviously investing in foreign countries is expensive but these markets are great diversifiers for your portfolio,” says Matson.
CNBC “Power Lunch”, January 14, 2010
Mark Matson, CEO and founder of Matson Money, appears on CNBC “Power Lunch” and provides his optimism for the market and investors, pointing out that the economy and the market will improve. “The market can always go up,” Matson says. “Statistically speaking, the market goes up two out of every three years.”
The Galveston County Daily News, December 20, 2009
Laura Elder of The Galveston County Daily News quotes Michelle Matson, vice president of Matson Money, on paying off credit card debt. Matson suggests making the process less stressful by setting short and long-term goals, making a commitment to reaching those goals and implementing a reward system. “There are long-term payoffs,” says Matson.
CNBC “Power Lunch”, December 14, 2009
CNBC turns to Mark Matson, CEO and founder of Matson Money, to discuss the roadblocks in the way of economic growth. Matson lends that government activity such as deficit spending and the ongoing cap and trade is holding us back from expansion. “Small businesses can’t make a move without being taxed,” says Matson.
CNBC “Power Lunch”, December 1, 2009
Mark Matson, CEO and founder of Matson Money, appears on CNBC to weigh in on his bullish long-term market thoughts, the historic positive returns for equities and his reasoning for being globally diversified. He offers that betting against the economy long-term and focusing on short-term investments is a losing gamble for any investor.
CNBC “Power Lunch”, November 4, 2009
Mark Matson, CEO and founder of Matson Money, appears on CNBC to discuss his thoughts on the stock market rally ahead of the Federal Reserve’s interest rate decision. Mark asserted his opinions about the Fed’s role in setting monetary policy, sharing his view that a free market system is better equipped to avoid investment market bubbles than the policy-setting Fed.
Fox Business News, October 20, 2009
Fox Business turns to Mark Matson, CEO and founder of Matson Money, for his thoughts on rebalancing one’s portfolio. Matson offers that while it takes a tremendous amount of discipline to rebalance one’s portfolio, it can bring big returns. He also points out that the best hedge for preventing inflation long-term has been equities rather than commodities.
The Dispatch, October 14, 2009
Nicole Lauer of The Dispatch features Michelle Matson, vice president of Matson Money, on her book “Rich Chick” that informs women on the basics of saving and investing. Matson offers that women are aware enough of their finances to be concerned, but are not doing what’s necessary. “Women do control a lot of money,” says Matson, “but they don’t have any idea what they are doing with it.”
Fox Business News, October 7, 2009
Fox Business News turns to Mark Matson, CEO and founder of Matson Money, for his perspective on moving forward in the market and continually navigating “the fog of investing.” Matson offers his thoughts on how the Baucus health bill will hurt entrepreneurial spirit and America’s health care system in general. He also highlights the benefits of incentivizing rather than providing a public option.
Wall Street Journal, October 5, 2009
Larry Light of The Wall Street Journal quotes Mark Matson, CEO and founder of Matson Money, on concentrated mutual funds. Matson offers that concentrated portfolios make returns much more volatile as it relates to stock picking. “It’s the worst of all possible worlds when you are, in effect, making sector bets on what is hot or think will be hot,” says Matson.
AdvisorToday.com, October 1, 2009
Mark Matson, CEO and founder of Matson Money, offers his expertise on how financial advisors can rebuild their practice after the market fall for a piece for Advisor Today. Matson discusses strategies that strengthen commitment to clients and enhance their credibility. He lends his advice on how financial advisors can take advantage of the current recession, set themselves apart from other advisors and engage clients through coaching.
Fox Business, September 28, 2009
Fox Business turned to Mark Matson, CEO and founder of Matson Money, once again for his perspective on what he would advise in this climate. Matson offers his thoughts on why buying gold to reduce inflation risk is a mistake and notes that the only guarantee to beat inflation is to invest in equities long-term.
CNBC Reports, September 22, 2009
Mark Matson, CEO and founder of Matson Money, appears on CNBC to discuss his thoughts on the predicted September lows that never resulted. Matson notes that stock picking and marketing timing won’t work; it is important to invest for the long term. He asserts that emerging markets offer great diversification in any portfolio.
CNBC Reports, September 4, 2009
Zack Shepard, managing director of Matson Money, appears on CNBC to discuss his expertise on revenue versus market cap indexing. Shepard offers that market cap based indexing adds premiums to any portfolio and having micro caps, values and emerging markets is a must in order to end up with a prudent portfolio diversification.
Fox Business, September 1, 2009
Mark Matson, CEO and founder of Matson Money, appears on Fox Business to discuss his expertise on portfolio diversification and owning the market. Matson offers investing in the entire market is the only way to create growth and urges investors to ignore the September low myth and focus on long term goals.
InvestmentNews, August 26, 2009
Sue Asci at Investment News quotes Mark Matson, CEO and founder of Matson Money, on Obama’s decision to nominate Federal Reserve chairman Ben Bernanke for a second term. Matson offers that he doesn’t believe Bernanke is doing a good job. “He was wrong about the Troubled Asset Relief Program. We should not have bailed out the banks,” says Matson.
Forbes.com picks up an article by Stephen Bernard at the Associated Press who features Mark Matson, CEO and founder of Matson Money, on how treasuries were little changed Wednesday despite a strong auction for $39 billion in five-year notes. Matson offers that improving consumer spending could put further pressure on prices, leading to inflation, though he notes that the current recession means it’s unlikely to occur in the near future.
This article also appears at:
ABCnews.com, August 26, 2009
San Jose Mercury News, August 26, 2009
Charlotte Observer, August 26, 2009
Houston Chronicle, August 26, 2009
Atlanta Journal Constitution, August 26, 2009
Southern Ledger, August 26, 2009
Minneapolis Star Tribune, August 26, 2009
Miami Herald, August 26, 2009
SmartMoney.com, August 14, 2009
Rob Wherry of SmartMoney.com quotes Mark Matson, CEO and founder of Matson Money, on high-minimum funds with solid returns. Matson offers his belief that higher minimums do help to protect shareholders, yet he also sees some of the so-called benefits as marketing ploys. “It does afford a little protection, but it sounds like a little bit of marketing from the fund company,” says Matson.
Mark Matson, CEO and founder of Matson Money, appears on Fox Business Opening Bell with Alexis Glick to discuss his expertise on whether now is the time to stay in the market. Mark offers his thoughts on how the ‘buy and hold’ strategy still works and how staying diversified long-term provides consistent gains.
CNBC host Dennis Kneale discusses the possibility that the recession has ended with Mark Matson, CEO and founder of Matson Money. He asserts that positive thoughts and emotions of investors are what will lead us out of the financial turmoil we are in. Mark also lends his thoughts on how to handle America’s non-financial debt and the possibility of inflation.
Fox Business “Opening Bell” host Alexis Glick, speaks with Mark Matson, CEO and founder of Matson Money, on his thoughts on the economy, top financial news of the day, opportunities that the markets provide and how investors should continue to navigate these times.
CNBC host Dennis Kneale weighed in on the recent hope of an economic revival, the probability of inflation return in the current economy and long-term advantages of equities in any market environment. Matson offers his expertise on the top financial news.
Mark was invited to guest host Fox Business’ Closing Bell, live from the Fox News’ NYC headquarters. Mark offered his expertise and opinions to Liz Claman and viewers on being globally invested.
CNBC host Dennis Kneale discusses what amount of exposure investors should have to the equity markets with Mark Matson, CEO and founder of Matson Money. Matson offers that free market capitalism will find a way regardless of government regulation. He declares that stock picking and market timing is a loser’s game and long-term investing in equities trounces gains made by fixed income investments.
Cincinnati Business Courier, April 17, 2009
Steve Watkins of the Cincinnati Business Courier features Mark Matson, CEO and founder of Matson Money, on his thoughts and strategies surrounding the current market. Matson offers that his clients’ portfolios are diversified among growth and value, large and small, broad international and emerging markets stocks. “In down markets, it’s even more important to be diversified,” says Matson.
The Next Move, April 2009Cheryl Winokur Munk of The Next Move, a Registered Rep. newsletter, quotes Mark Matson, CEO and founder of Matson Money, on advisors stepping up their marketing efforts. Matson offers that “point of entry” events (dinner events, golf outings and wine tastings) are most successful. “Advisors often look at marketing as an expense, without calling it what it really is, which is an investment,” says Matson.
Fox Business News, April 10, 2009
Alexis Glick of Fox Business News interviews Mark Matson, CEO and founder of Matson Money, on the recent market rally and how it’s affecting businesses. Matson comments on why businesses will get us out of this economy despite what the government is doing. “If we just leave business alone, I’m a free market capitalist, and businesses will get us out of this,” says Matson.
CNBC hosts Dennis Kneale and Melissa Lee discuss the events of the trading day with Mark Matson, CEO and founder of Matson Money. While on the air, Matson comments on the FOMC minutes reveal and the effect it’s having on the markets. Matson feels that the best way to diversify your portfolio in regards to risk is to be broadly and globally diversified. He advises not to get caught investing in any one segment due to the volatile market and short-term market rallies.
AdvisorToday.com, April 4, 2009
Maggie Leyes of AdvisorToday.com interviews Mark Matson, CEO and founder of Matson Money, on how to steer clear of the most common mistakes that can end a financial advisor’s career. He also shares the “20 Must-Answer Questions” that he uses with his clients. “It is possible to not only maintain, but grow your business in this environment,” says Matson.
CNBC “Power Lunch,” March 13, 2009
Mark Matson, CEO and Founder of Matson Money, joins CNBC to offer his thoughts and rationale on why incorporating annuities into an investor’s portfolio doesn’t always make sense. Matson shares his thoughts that poor liquidity, high fees and under market returns for the life of the contract are the main disadvantages to annuities and that these investment opportunities are only as financially strong as the insurer.
