What are other financial professionals saying about Mark Matson and the Matson Money programs?
"7 years ago, I was dying as a financial advisor. I was limping by making less than $20,000 per year, and I was just days from walking away from the business forever. Stumbling into Mark’s turn-key program changed my life… since I started the program I have increased my income 15x over, bought a new home (that used to belong to a country singing superstar… the tour buses still go by), three new top-of-the-line drum sets, and a huge RV for traveling with my family. I have my own crazy-successful radio show, I’m only taking on the new clients that I really want to work with, and I am having a great time!”
-Paul Winkler, The Wealth Coach
Goodlettesville, TN
$137,105,501 Assets Under Management*
"I joined Matson Money in my second year of practice. Not only was I in the commission trap, I was in the "not making enough money" trap. My greatest fear was that after taking a calculated risk at self employment, I would exhaust all of my savings and eventually have to return to work for someone else.
Initially, Matson Money gave me two things: First, I was able to differentiate my practice from virtually any other advisor in my area. No one did business the way I was now doing business. I honestly believed that I could now do it better than anyone else because I had the most important weapon on my side: THE TRUTH. Secondly, by operating on a fee structure basis, I was now in the market for the larger client. Million dollar clients, as a rule, don’t want to pay commissions. They want to tie your success to theirs.
Today, I have consistent and reliable revenue of $200,000 per year just on MUM fees. I work when I want and as hard as I want. Last year revenue grew by over 30% just based on portfolio growth alone. My average client has over $500,000 invested with us. The insurance side of my practice has also skyrocketed. For the past three years I have averaged over $200,000 per year in target premium."
-Dan Cuprill of Cincinnati, OH
$57,398,933 Assets Under Management
20 years in business*
"Before Matson Money, every January 1st, I was unemployed. I had to go to work. I needed to have so many clients and get so many dollars in the door.
Today, I wake up January 1st knowing that I have clients and I'm getting paid along the way. I don't have to struggle. I don't have to go after the dollar every single day. It's been coming in naturally."
- Jeff Furest of Mt. Clemens, MI
$54,582,189 Assets Under Management*
"Before I met Mark, I did Free Consulting all the time, and hoped that I would make a sale.
I began to transition into fees before I met Matson Money. I was about five percent of the way there. But now, nobody gets in the door unless they write a check.
Now, I'm taking six to eight weeks off a year, not counting holidays and weekends. Before that, vacations were almost none existent."
-Doug Alden of Asheville, NC
$13,917,031 Assets Under Management, in business since 1974*
"My business is basically on autopilot with the Matson Money system in place. We have several opportunities for greatly increasing our exposure in new markets which we will explore over the next few months.
I have scheduled a vacation from 4 to 5 days for myself and my wife each month for the balance of 2005, and next year the plan will involve us being on vacation about three weeks each quarter. I have never played so much golf in my 30 year career and don't feel one bit guilty. In addition I have attached a picture of "Blue Flyer" and me. We are flying to client meetings, Matson Money meetings, saving time as well as having a ball. Because we are free of the commission trap, we have stopped the endless cycle of selling. We now make plans of how to provide something extra for our clients and how to enjoy life ourselves. Without Matson Money and the Matrix system, none of this would have been possible, and I would have stayed on the commission treadmill until I either quit the business or the stress caused serious health problems. I know I was headed in that direction.
I have to point out that all of the ideas and systems in the world are worth nothing without the people in place to make it happen. All of the Matrix personnel, from Mark to the last employee hired have been outstanding. The positive attitude and work ethic to help the advisor is refreshing and greatly appreciated.”
-Richard Balhoff of Toledo, Ohio
$23,854,360 Assets Under Management*
"The Matson Money system has changed my life, my family's lives, and also the lives of my staff and clients: my life is in balance, my company now has a successor, the company value has grown, the staff is happier, love those referrals, happy clients, the marketing program is the greatest, and the Investor Education Series has replaced my previous teaching materials. It is a PLEASURE working with other professionals that have Christian values and ethics. Right is right and wrong is wrong. I really enjoy working with the Matson Money team."
-Phyllis Wordhouse of Plymouth, MI
$29,684,000 Assets Under Management*
*Assets Under Management as of 2/24/2010
Mark Matson in the Media
The media seeks out Mark for his insight on the market's issues and their impact on investors.
Mark's primary objective is to arm advisors and investors with the truth, so that they can make educated choices about their financial future.
(Image taken from Mark's appearance on Fox Business News with Liz Claman)
August 5, 2010 - 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.
August 4, 2010 - 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.
July 30, 2010 - 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.
July 29, 2010 - 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.
July 28, 2010 - 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.
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.
July 20, 2010 - 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."
June 21, 2010 - 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.
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."
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.
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.
May 1, 2010 - 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.
"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.
April 22, 2010 - Lisa Shidler of InvestmentNews quotes
Michelle Matson, vice president of Matson Money, on tips for financial advisors
pitching clients on the golf course. Matson advises that it is best to abide by
course etiquette and observe the unwritten rules. "Golfers are pretty
passionate... If you give them a great outing, they'll come back," Matson says.
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
"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."
March 21, 2010 - Lisa Shidler at InvestmentNews quotes
Mark Matson, CEO and founder of Matson Money, on how advisors can end a poor
relationship with a client that may be too demanding or overpowering. Matson
explains that advisors should always trust gut instincts when dealing with
clients in order to end a bad relationship before it gets worse. "Advisers are
becoming prisoners of their clients," says Matson.
March 2, 2010 - Karen DeMasters of Financial
Advisor quotes Mark Matson, CEO and
founder of Matson Money, on healing the financial trauma of the recession for
clients. Matson offers his expertise on how it's not
just the clients who need help but the advisors as well. "It is hard for an
advisor to help a client if his or her income is shrinking and the advisor is
worried about his own fate. When the advisor can develop peace of mind, he can
then communicate ways to help the client," says Matson.
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.
February 18, 2010 - 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.
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.
"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.
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.
"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.
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
"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.
Matson Money, January 20, 2010 - Paul Sullivan of The
New York TimesYork 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.
"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.
"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.
"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.
"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.
"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.
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.
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."
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.
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.
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.
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.
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.
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.
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.
August 26, 2009 - Sue Asci at InvestmentNews 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.
August 26, 2009 - 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
August 16, 2009 - Lisa Shidler of InvestmentNews quotes Mark Matson, CEO and
founder of Matson Money, on how signs of recovery may be prompting new hiring
plans for advisors. Matson offers that before they even consider hiring, firms
should have $1 million to $3 million in cash reserves. "They're so dramatically
understaffed. Most advisers look at employees as expenses rather than
investments," says Matson.
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.
July 29, 2009 - 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.
July 21, 2009 - Mark
Matson, CEO and founder of Matson Money, offers his expertise in a byline piece
written for Financial Advisor Magazine. Matson discusses the seven deadly
advisor traps financial professionals fall into during a successful career. He
explains how these traps will define a professionals practice and, to no small
extent, their future and destiny within the industry.
July 7, 2009 - David Landis
of Kiplinger's Personal Finance quotes Mark Matson, CEO and founder of Matson
Money on market timing. Matson likens a market-timing strategy of switching
between stocks and cash to playing Russian roulette with two bullets in the
chamber. "The idea that some market timer is going to save you from the crashes
while getting you all the upside from great markets is a fantasy," says Matson.
June 25, 2009 - 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.
June 10, 2009 - 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.
June 5, 2009 - Financial
Advisor picks up an article by Dow Jones quoting Mark Matson, CEO and founder of
Matson Money, on Dimensional Fund Advisors' new product- target-date funds. As
the funds are ‘designed to comprise a client's entire investment portfolio, the
funds automatically perform many of the tasks of a financial advisor.' Matson
adds, ""It encroaches on the advisor's job."
May 28, 2009 - 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.
May 22, 2009 - Fidelity.com
picks up an article by Rob Wherry of SmartMoney.com who quotes Mark Matson, CEO
and founder of Matson Money, on microcap stocks. Matson offers that most
investors are underweight in microcaps and he has his clients' portfolios as
much as 15 percent exposure to the niche. "Microcaps aren't correlated to large
caps so they can reduce the volatility of the portfolio," says Matson.
May 22, 2009 - Rob Wherry of
SmartMoney.com quotes Mark Matson, CEO and founder of Matson Money, on microcap
stocks. Matson offers that most investors are underweight in microcaps and he
has his clients' portfolios as much as 15% exposure to the niche. "Microcaps
aren't correlated to large caps so they can reduce the volatility of the
portfolio."
May 19, 2009 - 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.
May 13, 2009 - 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.
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.
April 2009 - Cheryl 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.
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.
April 8, 2009 - 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.
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.
"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.