Media Kit - Matson Money

Transcription

MATSON MONEY
™
MEDIA KIT
2009-2015
MARK MATSON
Mark Matson is CEO and founder of Matson Money Inc., a registered investment
adviser company that manages in excess of $6.2 billion*. With over twenty years
of experience in the financial industry, Mark is a regular contributor in the national
media, both in print and on television. His optimistic outlook on finance, investing,
and economic issues makes him a frequently sought expert on CNBC, Fox News,
BNN, Fox Business News, and publications such as the Wall Street Journal, The
New York Times, and Investment News.
As a dynamic public speaker, Mark has shared his message of free markets
and global investing with thousands of people throughout the country. His direct
approach, passion, and enthusiasm make him both a compelling speaker and a
fierce proponent of free markets.
Mark has authored several books on the topic of investing and economics for both
investors and financial professionals; he also hosts Matson Money Live!, a weekly live web show about investing,
economics, and current events.
TELEVISION: CNBC “Kudlow Report,” CNBC “Power Lunch,” Fox Business News “Opening Bell,” Fox Business News
“Power and Money,” Fox Business News “Closing Bell,” and CNBC Reports.
ARTICLES: The Wall Street Journal, Investment News, SmartMoney.com, Forbes.com, The Business Courier, USA
Today, Financial Services Advisor, Advisor Today, Personal Financial Planning Monthly and many more.
BOOKS: “Main Street Money: How to Outwit, Outsmart, & Out Invest the Wall Street Bullies,” “The Dirty Filthy
Lies My Broker Taught Me, 101 Truths About Money & Investing,” “Confessions of a Commission Junkie,” and
“FlashPoint: Mastering the Art of Economic Abundance”
VIDEO: “How the Really Smart Money Invests” and “Navigating the Fog of Investing.”
AUDIO: The Seven Deadly Investor Traps that Destroy Your Wealth & Three Power Strategies to Fix your Portfolio, The
Curriculum for Conscious Investing, The Investor Coaching Series, and Breakthrough to Abundance.
ONLINE: Matson Money Live! and Mark Matson TV.
Mark is the proud husband of Melissa and father of seven children. He is an avid cyclist and trains constantly for
challenging races.
Connect with Mark Matson at:
www.markmatson.tv
www.matsonmoney.com
www.twitter.com/markmatson
www.facebook.com/markmatson
www.facebook.com/matsonmoney *as of 03/31/2015
This booklet is based on the views of Matson Money, Inc. Other persons may analyze investments and the approach
to investing from a different perspective from that reflected in this booklet. Nothing included herein is intended to infer
that the approach to investing espoused in this booklet will assure any particular results. All investing involves risks and
costs. Your advisor can provide you with more information about the risks and costs associated with specific programs.
No investment strategy (including asset allocation and diversification strategies) can ensure peace of mind, assure profit, or protect
against loss.
2015
Matson
Money’s
executive
team isteam
ofteniscalled
upon to
lendtoobservations
and insights
Matson
Money’s
executive
often called
upon
lend observations
and insights
to top-tier
media media
outlets.outlets.
Below Below
is a sample
of commentary
offeredoffered
on the on
markets
and coach/client
relationships.
to top-tier
is a sample
of commentary
the markets
and coach/client
relationships.
FOX Business
FOX Business
On June
Mark
FOX Business
to discuss
Fed action
and why,
On17
June
17 joined
Mark joined
FOX Business
to discuss
Fed action
andnow
why, now
more than
ever,
it
is
important
to
remember
that
making
market
predicmore than ever, it is important to remember that making market predictions istions
a surefire
way toway
hurting
your portfolio
and returns.
is a surefire
to hurting
your portfolio
and returns.
FOX Business
FOX Business
On May
Zack
joinedjoined
FOX Business
to discuss
the one
On28
May
28Shepard
Zack Shepard
FOX Business
to discuss
thething
one he
thing he
thinksthinks
investors
need to
do in
current
market
environment,
whichwhich
is to is to
investors
need
to the
do in
the current
market
environment,
stop trying
to make
predictions,
and rather,
“keep“keep
calm, and
marstop trying
to make
predictions,
and rather,
calm,own
andthe
own
the market.” ket.”
Wall Street
Journal:
Voices:
Mark Mark
Matson,
on managing
clients’
investing
Wall Street
Journal:
Voices:
Matson,
on managing
clients’
investing
behavior
behavior
Mark submits
a feature
bylinebyline
articlearticle
to theto
Wall
Journal
discussing
Mark submits
a feature
theStreet
Wall Street
Journal
discussing
how tohow
besttomanage
a client’s
investing
behavior,
and the
value
of acting
best manage
a client’s
investing
behavior,
and
the value
of acting
as an actual
coachcoach
ratherrather
than just
advisor.
as an actual
thananjust
an advisor.
Financial
Advisor
IQ: The
art of art
firing
clientsclients
Financial
Advisor
IQ:gentle
The gentle
of unsuitable
firing unsuitable
Financial
Advisor
IQ features
Zack Shepard’s
commentary
in an article
dis- disFinancial
Advisor
IQ features
Zack Shepard’s
commentary
in an article
cussing,
as theas
outlet
puts it,puts
“theit,gentle
art of art
firing
clients.”
cussing,
the outlet
“the gentle
of unsuitable
firing unsuitable
clients.”
Within,
Zack notes
why and
Matson
MoneyMoney
fires afires
client,
as wellasaswell as
Within,
Zack notes
whywhen
and when
Matson
a client,
methodology
used. used.
methodology
For more
information,
please visit
Matson
Money, Money,
and Matson
Money Live
For
more
please
visit
and
Money
For
more information,
information,
please
visit Matson
Matson
Money,
and Matson
Matson
Money Live
Live
Matson Money’s executive team is often called upon to lend observations and insights
to top-tier media outlets. Below
a sample
of commentary
offered
the to
markets
and coach/client
relationships.
MatsonisMoney’s
executive
team is often
calledon
upon
lend observations
and insights
to top-tier media outlets. Below is a sample of commentary offered on the markets and coach/client relationships.
Mark joins CNBC’s Closing Bell Exchange to note why investors should forget
Mark joins CNBC’s Closing Bell Exchange to note why investors should forget
about the about
Fed and
currencies, and recall that long term equities are the greatest
the Fed and currencies, and recall that long term equities are the greatest
wealth-creation
tool
on the
wealth-creation
toolplanet.
on the planet.
View it here:
Closing
exchange
View
it here:bell
Closing
bell exchange
Kate Stalter, writer for TheStreet.com, drafts an article on her issue with chasing
Kate Stalter,
writer for TheStreet.com, drafts an article on her issue with chasing
returns, and within, notes her experience at a Matson Money event and why she
returns, and
within,
her experience
at a Matson Money event and why she
agrees
withnotes
the firm’s
values.
agrees with the firm’s values.
Read it here: The folly of chasing returns
Read it here: The folly of chasing returns
Zack contributes to a U.S. News and World Report article discussing evergreen
investing
noting
valueReport
of equity
returns
over the long-term.
Zack contributes
tostrategies,
a U.S. News
andthe
World
article
discussing
evergreen
investing strategies, noting the value of equity returns over the long-term.
Read it here: 10 investing strategies to last a lifetime
Read it here: 10 investing strategies to last a lifetime
Following a day where the market hit an all-time high, rousing many investors to
get wary and fearful, Mark contributed some much-needed commentary on the
of market-timing
to hit
an article
for MainStreet.com
Following afallacy
day where
the market
an all-time
high, rousing many investors to
get wary and fearful, Mark contributed some much-needed commentary on the
Read it here: Investors
must refrain
from market timing to avoid pitfalls
fallacy of market-timing
to an article
for MainStreet.com
Read it here: Investors must refrain from market timing to avoid pitfalls
In a Marketwatch.com article about an online investment company letting customers choose their own price, Mark reminds readers that “There ain’t no free
lunch,” and that he thinks the firm will eventually be forced to charge for its serIn a Marketwatch.com
article about an online investment company letting cusvices.
tomers choose their own price, Mark reminds readers that “There ain’t no free
lunch,” andRead
thatit he
thinks
the firm
will eventually
be forced fee
to charge
for its serhere:
A money
manager
with a pay-what’s-fair
structure
vices.
For more information, please visit Matson Money, and Matson Money Live
Read
it here: A money manager with a pay-what’s-fair fee structure
Matson Money’s executive team is often called upon to lend observations and insights to FOX Business and
MatsonisMoney’s
executive
team is often
called upon
to lend
observations
and insights relationships.
to FOX Business and
CNBC. Below
a sample
of commentary
offered
on the
markets
and coach/client
CNBC. Below is a sample of commentary offered on the markets and coach/client relationships.
CNBC.
Belowexecutive
is a sample
of commentary
onlend
the observations
markets and coach/client
relationships.
Matson
Money’s
team
is often calledoffered
upon to
and insights to
FOX Business and
CNBC. Below is a sample of commentary offered on the markets and coach/client relationships.
CNBC. Below
sample
commentary
offered
onappeared
the markets
coach/client
relationships.
Onis aApril
15ofApril
Zack
Shepard
appeared
on FOX
Business
the
Belltoto
On
15
Zack Shepard
on and
FOX
BusinessAfter
After
the Bell
discuss
value
of sticking
a prudent
investment
strategy,
On value
Aprilthe
15of
Zack
Shepard
oninvestment
FOX
Businessstrategy,
After the no
Bell
discuss the
sticking
to appeared
a to
prudent
no to
matter
the
condition
of
the
market
or
any
other
factor.
Oncondition
Aprilthe
15value
Zack
appeared
on other
FOX
Business
After the no
Bell to
discuss
of
sticking
to aor
prudent
investment
matter the
of Shepard
the
market
any
factor.strategy,
discussthe
thecondition
value of sticking
to a prudent
strategy, no
matter
of the market
or anyinvestment
other factor.
On April 15 Zack Shepard appeared on FOX Business After the Bell to
matter the condition of the market or any other factor.
discuss the value of sticking to a prudent investment strategy, no
matter the condition of the market or any other factor.
On March 20 Mark joined CNBC’s Closing Bell Exchange to note why
investors
should
putjoined
aside CNBC’s
theClosing
Fed Closing
and Bell
currencies,
and recall
thatwhy
long
On20
March
20joined
Mark
Bell
Exchange
tonote
note
On March
Mark
CNBC’s
Exchange
to
why
equities
thejoined
greatest
wealth-creation
tool
on recall
the
On
March
20are
Mark
CNBC’s
Bell Exchange
toplanet.
note
investors
should
put
aside
the
Fed Closing
and
currencies,
and
recall
thatwhy
long
investorsterm
should
put
aside
the
Fed
and
currencies,
and
that
long
investors should put aside the Fed and currencies, and recall that long
term equities are the greatest wealth-creation tool on the planet.
investors should put aside the Fed and currencies, and recall that long
term equities
are the
greatest
wealth-creation
tool
on thetoplanet.
On March
20 Mark
joined
CNBC’s Closing Bell
Exchange
note why
On March 18 Mark joined FOX Business After the Bell for a segment on
the
Fed. Within,
Mark
notes
that
investors
should
stopfor
focusing
on on
On March
18 Mark
joined
FOX
Business
After
the Bell
a segment
short-term
machinations,
and
focus
on
the
long
term,
noting
thatonsince
On
March
18
Mark
joined
FOX
Business
After
the
Bell
for
segment
on
the
Within,
Mark
notes
that
investors
should
stop
focusing
On March
18Fed.
Mark
joined
FOX
Business
After
the
Bell
for
aasegment
on
the
small
value
are
upinvestors
360%.
thecrash,
Fed. Within,
Markstocks
notes
that
should
stopnoting
focusing
on
short-term
machinations,
and
focus
on
the
long
term,
that
since
the Fed. Within,
Mark
notes
thatFOX
investors
stop
on on
On March
18 Mark
joined
Businessshould
After the
Bellfocusing
for a segment
short-term
machinations,
and
focus
on the long term, noting that since
the
crash, small
value stocks
are
up 360%.
short-termthe
machinations,
andnotes
focusthat
oninvestors
the longshould
term,stop
noting
thaton
since
Fed. Within, Mark
focusing
the crash, small value stocks are up 360%.
machinations,
focus on the long term, noting that since
the crash, short-term
small value
stocks are and
up 360%.
As Q1/2015 began Mark joined CNBC Markets Now to remind investhe crash, small value stocks are up 360%.
tors
that onlybegan
49% of
the joined
world’sCNBC
capitalization
is in the
United States,
As Q1/2015
Mark
Markets Now
to remind
invesmaking
for
more
opportunities
globally
than
domestically.
He
goes
on
As Q1/2015
Mark
joined CNBC
Markets is
Now
to United
remindStates,
investors
that onlybegan
49% of
the world’s
capitalization
in the
to
note
the
value
ofof
forcing
one’s
self
tothan
do what
aren’t
willing
tors
that
49%
the world’s
capitalization
isothers
intothe
United
States,
making
foronly
more
opportunities
globally
domestically.
He goes
on
As Q1/2015
CNBC
Markets
Now
remind
As began
Q1/2015Mark
beganjoined
Mark joined
CNBC
Markets
Now
to
remindinvesinvesto
do,
and
in
rebalancing,
buying
assets
when
they
are
near
or
at
their
making
for value
more of
opportunities
globally
He goes
on
note the
forcing one’s
self to than
do what
aren’t
willing
tors that to
only
49%
of
the
capitalization
isdomestically.
inisothers
the
United
tors that
only
49%world’s
of the world’s
capitalization
in the
UnitedStates,
States,
lows.
todo,
note
theinvalue
of forcing
one’sassets
self towhen
do what
aren’t
willing
to
and
rebalancing,
buying
theyothers
are near
or at
their
more opportunities
globally
domestically.
goeson
on
making formaking
morefor
opportunities
globally
thanthan
domestically.
HeHegoes
to do, and in rebalancing, buying assets when they are near or at their
lows.
tovalue
note the
value
of forcing
one’s
do
what
others
aren’twilling
willing
to note
the
of
forcing
one’s
self
toself
dotowhat
aren’t
For more
information,
please
visit Matson
Money,
and
Matson
Moneyothers
Live
lows.
and in rebalancing, buying assets when they are near or at their
to do,
andto
indo,
rebalancing,
assets
theyLive
are near or at their
For more
information,
please visitbuying
Matson Money,
and when
Matson Money
lows.
lows.For more information, please visit Matson Money, and Matson Money Live
2014
Mark appears on FOX Business to discuss the market
hitting a new all-time high and what it means, and
more importantly what it doesn't mean, for investors.
To view the segment click here:
Should investors wait for 15%-20% pullback?
Zack joins FOX Business to discuss retail stocks, and
the academic premium present in small value
To view the segment, click here:
Will retail stocks get a boost from holiday season?
Zack joins FOX Business to weigh in on areas of the
market which he thinks should be avoided at all costs.
Should investors avoid gold?
Mark joins Rick Santelli and company on CNBC to
discuss domestic growth versus international and the
importance of equities in wealth creation.
It gets heated on CNBC
Mark appears on FOX Business to tell investors to
“suck it up” and stay in equities through volatility, reminding viewers that they are the greatest wealthcreation tools known to mankind.
Opportunity! Opportunity! Opportunity!
Zack Shepard contributes commentary to MainStreet.com
about whether or not geopolitical instability affects a portfolio, where, within, he notes that that global market has already
taken into account all knowable and predictable information.
Click here to read the article: Could geopolitical risk actually
be good for your portfolio?
Michelle Matson notes the value of tolerating market downturns, and how a long-term strategy can help an investor
weather the storm of downside volatility. “Fixed income and
bonds are an important stabilizer in a well-diversified portfolio, but the real wealth creation comes from equities,”
Michelle said.
Click here to read the article: Wait to buy bonds right before
you retire
Zack Shepard contributes to a CNBC.com article on what the
reporter calls “The biggest debate on Wall Street,” that is,
whether markets are efficient. "If you don't subscribe to efficient markets theory, all you're left with is speculation and
gambling with your money—and it's tried and true that that
simply doesn't work."
Click here to read the article: The biggest debate on Wall
Street heats up again
Mark Matson appears on FOX Business to review why he is allocating 45% of
assets internationally. Within, Mark notes that often, despite bad news, countries reward loyal investors, citing Spain, Italy, and Israel, among others. In a
more broad sense, he notes the value of staying focused on the next five years,
stating that “If you’re focused on the next five years, you can always be a
bull.”
View the segment via the following link:
45% of your portfolio in international?
Mark Matson joins CNBC for a segment on whether heightened risk exists in
the market due to the DOW hitting 17,000. He notes that “people who panic
transfer their wealth to those who are smart enough to buy on the dip and rebalance their portfolio.”
Risk off
Mark Matson appears during a lengthy segment on FOX Business to discuss
opportunities for investors. Within, Mark discusses why, even with the market
at all-time highs, equities are still the best wealth creation tool. “I’m thinking
about the next 200%, not the next 20%,” Matson says.
Stocks to watch: CAR, JBLU
Mark Matson joins a panel on FOX Business to discuss the benefits of investing in the stock market as opposed to real estate, noting the advantages of diversification and why equities are the greatest wealth-creation tool.
Real Estate vs. Stocks
In an ongoing project with InvestmentNews, Mark Matson advises the owner of
a struggling RIA firm on how to leverage employees, increase efficiency, prospect for new clients, and, eventually, grow his assets under management.
InvestmentNews Practice Makeover (Season 2: episode 1)
Mark Matson joins CNBC for a segment on whether or not there is heightened
risk in the market due to the DOW hitting 17,000, where he notes that “people
who panic transfer their wealth to those who are smart enough to buy on the
dip and rebalance their portfolio.”
Risk off
Mark Matson appears during a lengthy segment on FOX Business to discuss
opportunities for investors. Within, Mark discusses why, even with the market
at all-time highs, equities are still the best wealth creation tool. “I’m thinking
about the next 200%, not the next 20%” Matson says among other things.
Stocks to watch: CAR, JBLU
In an article for CNNMoney, Mark notes why many investors incorrectly stray
away from small cap stocks. “"There is an amazing bias towards large, blue-chip
stocks. It's human nature. We tend to be more comfortable with things we're familiar with," he notes.
Read the article at the following link:
Don’t hate on small cap stocks
Mark Matson joins a panel on FOX Business to discuss the benefits of investing in the stock market as opposed to real estate, noting the advantages of diversification and why equities are the greatest wealth-creation tool.
Real Estate vs. Stocks
Zack Shepard submits commentary to MainStreet.com where he touts the three
major rules of investing: “Own equities, diversify globally and rebalance regularly.” Zack goes on to note issues with chasing performance and panicking
when the market is down.
Read the entire article by clicking here::
Why online banks are giving the stock market a run for its money
Mark Matson, along with Gretchen Stangier, both contribute to this article
in The New York Times touting the benefits of coaching in business and
in life. The piece goes into how Matson, who has coached thousands of
investors and hundreds of advisers, utilizes coaching for himself, and how
members of the Wolf-pack help clients by doing more than a typical adviser.
Read the entire article by clicking here:
“Life coaches for the entrepreneurial set”
Mark Matson appears on FOX Business’s “Cavuto” to discuss student loan debt.
Mark notes an important yet oft ignored point on the subject, that student loans
allow for colleges and universities to charge higher tuition; that the two are not
mutually exclusive. Matson also comments on the airline industry and how the
outrageous
fees
relate
to those
investing
industry.
Matson Money’s executive
team is
often
called
uponintothe
lend
observations
and insights
Student debt owed to government rises 463% since 2009
Mark Matson appears on FOX Business “Cavuto” to discuss two points. The first is whether or
not Netflix
is currently
a “good”
stock
pick
(and the
fallacy
For more information,
please
visit Matson
Money,
and
Matson
Money
Liveof stock-picking in general), and the
second is why a market-high should not deter an investor from entering with a smart long-term
plan.
Click here to view the segment on markmatson.tv
Mark Matson joins FOX Business to weigh in on small-cap stocks and the importance of diversification. Mark explains that, while it is important to focus on sectors of the market, such as small
caps, one should never stray from building a highly prudent, diversified portfolio. Rather than
gambling with a few stocks, even if they seem cheap, investors need to be in over 12,000 stocks
in over 45 countries.
Small-caps a hidden gem for your portfolio?
Mark Matson appears on FOX Business’s “Cavuto” to discuss student loan debt, bringing up an
important yet oft ignored point on the subject, that student loans allow for colleges and universities to charge higher tuition. As well Matson comments on the airline industry and how the outrageous fees relate to those in the investing industry.
Matson appears on FOX Business with Cheryl Casone to discuss why, even in a recordbreaking market, he is still long-term equities and not at all nervous. Mark notes and debunks
fear-driving issues such as false patterning, and, citing efficient market theory, states that all
“predictable information about the future is already priced into the stock today.”
Stay long term in equities?
Matson interviews with Investor’s Business Daily to discuss the importance that his social media
presence has had on his brand, and why an adviser or coach cannot be passive in his or her social
InvestmentNews Practice Makeover (episode 3)
Zack appears on FOX Business’s “Cavuto Biz Blitz” to discuss a few consumercentric stories around things such as new technology, he “rise of the apology”
within corporations, and the benefit of being ultra-diversified within small caps.
Zack Shepard on “Cavuto”
Mark Matson, along with Gretchen Stangier, both contribute to this article
in The New York Times touting the benefits of coaching in business and
in life. The piece goes into how Matson, who has coached thousands of
investors and hundreds of advisers, utilizes coaching for himself, and how
members of the Wolf-pack help clients by doing more than a typical adviser.
“Life coaches for the entrepreneurial set”
Mark Matson appears on FOX Business’s “Cavuto” to discuss student loan debt.
Mark notes an important yet oft ignored point on the subject, that student loans
allow for colleges and universities to charge higher tuition; that the two are not
mutually exclusive. Matson also comments on the airline industry and how the
outrageous fees relate to those in the investing industry.
Matson appears on FOX Business with Cheryl Casone to discuss why, even in
this market, he is still long-term equities and not at all nervous. Mark notes
fear-driving issues such as false patterning, and, citing efficient market theory,
states that all “predictable information about the future is already priced into
the stock today.”
2013
Small-caps a hidden gem for your portfolio?
Mark Matson appears on FOX Business’s “Cavuto” to discuss student loan debt, bringing up an
important yet oft ignored point on the subject, that student loans allow for colleges and universities to charge higher tuition. As well Matson comments on the airline industry and how the outrageous fees relate to those in the investing industry.
Matson appears on FOX Business with Cheryl Casone to discuss why, even in a recordbreaking market, he is still long-term equities and not at all nervous. Mark notes and debunks
fear-driving issues such as false patterning, and, citing efficient market theory, states that all
“predictable information about the future is already priced into the stock today.”
Matson interviews with Investor’s Business Daily to discuss the importance that his social media
presence has had on his brand, and why an adviser or coach cannot be passive in his or her social
media work and expect to increase presence, clientele, or AUM.
“For Some Advisers, Promotion Leads To TV, Radio Shows”
The Wall Street Journal video, December 11, 2013
Mark Matson, founder and CEO of Matson Money, lends his commentary for a Wall
Street Journal video segment on advisors getting replaced by a PC, noting that when advisors cave in to client demands, allowing for emotional investing rather than providing
guidance and coaching, they become nothing more than a facilitator, and, at this point, can
easily be replaced by an online trading platform.
New York Post, December 8, 2013
In an article for the New York Post entitled ―Half of U.S. households will struggle to retire,‖
Zack Shepard, vice president of Matson Money, comments on investors‘ fear of equities
following the two market crashes over the past ten years, and how this can serve as a hin-
The Wall Street Journal, November 22, 2013
Zack Shepard, vice president of Matson Money, authors a byline article for the Wall Street
Journal‘s ―Voices‖ blog about the benefits of referrals to a firm‘s growth and how to attain
them from current clients. ―To have a successful conversation about referrals, advisers
should set up a different relationship with their clients from the beginning. In order to do
this, advisers must see themselves as coaches to their clients.‖
Investor‘s Business Daily, November 8, 2013
Mark Matson, founder and CEO of Matson Money, interviews with Investor‘s Business Daily for an article about the presence, and importance, of social networking in the world of
financial planning. "Social media helps you create a tribe of loyal people, which in turn can
boost brand awareness,‖ Matson states. ―Your personality has to come to life through the
brand, You have to be the face of the brand. So I got involved in Internet TV."
Mark Matson, founder and CEO of Matson Money, interviews with Investor‘s Business Dai-
FOX Business, November 5, 2013
Mark Matson, founder and CEO of Matson Money, appears on FOX Business with
host Cheryl Casone to discuss why he disagrees with experts who say that market
tops are a time to cash out. In the segment, Mark notes the care that Matson Money
takes to avoid false patterning, and that investors who look back only to 2009 as an
example of what will happen today could be hurting themselves in the long run.
The Wall Street Journal video, December 11, 2013
Mark Matson, founder and CEO of Matson Money, lends his commentary for a Wall
Street Journal video segment on advisors getting replaced by a PC, noting that when advisors cave in to client demands, allowing for emotional investing rather than providing
guidance and coaching, they become nothing more than a facilitator, and, at this point, can
easily be replaced by an online trading platform.
New York Post, December 8, 2013
In an article for the New York Post entitled ―Half of U.S. households will struggle to retire,‖
Zack Shepard, vice president of Matson Money, comments on investors‘ fear of equities
following the two market crashes over the past ten years, and how this can serve as a hin-
The Wall Street Journal, November 22, 2013
Zack Shepard, vice president of Matson Money, authors a byline article for the Wall Street
Journal‘s ―Voices‖ blog about the benefits of referrals to a firm‘s growth and how to attain
them from current clients. ―To have a successful conversation about referrals, advisers
should set up a different relationship with their clients from the beginning. In order to do
this, advisers must see themselves as coaches to their clients.‖
FOX Business, November 5, 2013
Mark Matson, founder and CEO of Matson Money, appears on FOX Business with
host Cheryl Casone to discuss why he disagrees with experts who say that market
tops are a time to cash out. In the segment, Mark notes the care that Matson Money
takes to avoid false patterning, and that investors who look back only to 2009 as an
example of what will happen today could be hurting themselves in the long run.
2012
CNBC, October 15, 2012
Mark Matson, founder and CEO of Matson Money, appears on CNBC with host, Maria
Bartiromo, to share his investing outlook. Matson is keeping an eye on the election and
suggests that investors need an entrepreneur in the White House to help invest capital
back into the markets. He also reiterates his long-term approach and say, ―I don‘t know
where the next 20 percent is coming from, but the next 100 percent is up.‖
Women Advisors Forum, October 5, 2012
Women Advisors Forum features an article written by Michelle Matson, vice president at
Matson Money, discussing how advisors can be a ―super hero‖ for their clients. Matson elaborates on the importance of communicating regularly. ―If you‘re really going to be a hero,
you have to help your clients navigate through all of the mixed messages and financial garbage that they are bombarded with every day,‖ she explains.
Fox Business, October 3, 2012
Mark Matson, founder and CEO of Matson Money, appears on Fox Business to offer his
bullish outlook on equities. He explains that investors often panic and become sellers when
they should be buyers. ―It‘s always time to be prudent and investors need to remember that
equities are the greatest long-term wealth creation tool on the planet,‖ Matson explains.
Dow Jones Wealth Adviser, October 2, 2012
Veronica Dagher interviews Michelle Matson, vice president at Matson Money, for a video
segment about practice management and important communication techniques with clients.
Matson explains that clients appreciate receiving a phone call from their advisor as it shows
they care. ―You can‘t afford not to do this because if you‘re not, somebody else will,‖ she
says.
RIABiz, October 1, 2012
Kelly O‘Mara features Mark Matson, founder and CEO of Matson Money, in an exclusive
story about Matson‘s new Facebook page, ―Yep, I Built That,‖ and his recent YouTube video, ―Honey, You Didn‘t Build That.‖ Matson created the Facebook page as a way for small
business owners to celebrate building their business without help from the government. ―I‘m
not looking for a quick cure-all. I‘m looking for a long-term community,‖ says Matson.
―Otherwise, it‘s just a marketing scheme.‖
Fox Business, September 12, 2012
Mark Matson, founder and CEO of Matson Money, appears on Fox Business to weigh in on
the recent tragedy in Libya and the current condition of the markets. He reminds Main Street
investors that it is never time to panic and explains that markets always have a way of
absorbing the chaos. He also reiterates the importance of remaining long-term oriented and
globally diversified.
Women Advisors Forum, September 10, 2012
Matson Money, discussing the importance of teaching children about financial responsibility
at a young age. ―When it comes to kids and explaining the complexities of money, I don‘t
really think there is a better answer than leading by example, talking honestly with them
about how to spend and save wisely, and giving them real life opportunities to take
responsibility for making financial choices in their lives,‖ she explains.
Fox Business, August 29, 2012
Mark Matson, founder and CEO of Matson Money, appears on Fox Business to discuss the
importance of remaining internationally diversified. Matson explains that controlling risk and
achieving diversification is all about positioning dissimilar price movements within investors‘
portfolios. ―If you‘re not diversified, you‘re missing a great opportunity to get higher returns
long-term,‖ he says.
Advisor TV, August 13, 2012
Michelle Matson, vice president at Matson Money, appears on Advisor TV to discuss ways
for advisors to attract and retain female clients. ―One way to tap the women's advisory
market is to communicate with women in a way they understand,‖ she says. Matson believes
that women of all ages should work with an advisor who can educate them and help them
become more comfortable with managing their finances.
Mark Matson, founder and CEO of Matson Money, appears on Fox Business to discuss how
investors can build high returns with low volatility. ―The way to build high returns with low
volatility in a portfolio is to have asset categories with dissimilar price movement,‖ Matson
market is to communicate with women in a way they understand,‖ she says. Matson believes
become more comfortable with managing their finances.
Mark Matson, founder and CEO of Matson Money, appears on Fox Business to discuss how
investors can build high returns with low volatility. ―The way to build high returns with low
volatility in a portfolio is to have asset categories with dissimilar price movement,‖ Matson
explains. He also reiterates that equities are the greatest wealth creation tool on the planet and
urges Main Street investors to own the market.
TheStreet.com, August 8, 2012
Gregg Greenberg of TheStreet.com interviews Zack Shepard AIFA, financial coach and
director at Matson Money, in a segment about why building a portfolio based on current
events does not work. During his appearance, Shepard explains that there will always be
uncertainty in the markets and that Main Street investors should design their portfolios based
on academic principles and remain focused on the long-term. ―Don‘t make decisions on what
you hear about day to day,‖ he says.
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Women Advisors Forum, August 1, 2012
Matson Money, comparing aspects of the Olympics to those of prudent investing. She offers
three pieces of advice for Main Street investors to follow. ―To enjoy the investing experience
to its fullest, we will have more success if we eliminate predictions, ignore track records,
avoid stock-picking and market timing,‖ she explains.
Forbes.com, July 23, 2012
Jenna Goudreau of Forbes.com features Michelle Matson, vice president at Matson Money,
in an article discussing women‘s top money fears and seven steps to overcome them. Matson
advises women to stop procrastinating and to start focusing on their financial health. ―It‘s
increasingly important for women to be responsible for their own long-term financial
health,‖ she explains. ―You need to dig deep enough to know where you‘re going and why.‖
Bloomberg Radio, July 19, 2012
Michelle Matson, vice president at Matson Money, appears live on Bloomberg Radio
alongside hosts Pimm Fox and Courtney Donohoe to explain the Matson Money investment
philosophy. Michelle discussed the power of free and efficient markets and told investors to
maintain discipline, rebalance on market lows and stick with long-term targets. ―Never time
a market. We don‘t know what‘s going to happen over the next 10 minutes, 10 days or 10
Fox Business, July 16, 2012
Mark Matson, founder and CEO of Matson Money, appears on Fox Business to discuss
why stock picking and market timing are so dangerous. ―One thing for Main Street
alongside hosts Pimm Fox and Courtney Donohoe to explain the Matson Money investment
philosophy. Michelle discussed the power of free and efficient markets and told investors to
maintain discipline, rebalance on market lows and stick with long-term targets. ―Never time
a market. We don‘t know what‘s going to happen over the next 10 minutes, 10 days or 10
Fox Business, July 16, 2012
why stock picking and market timing are so dangerous. ―One thing for Main Street
investors to remember is that returns come from the market, not the manager,‖ Matson
explains. He also recommends that investors remain ultra-diversified and rebalance on the
market swings while keeping their long-term targets intact.
FOX News, July 11, 2012
During an appearance on Fox News, Mark Matson, founder and CEO of Matson Money,
weighs in on Nouriel Roubini‘s gloomy market forecast and discusses why listening to
predictions could be detrimental to an investor‘s portfolio. ―The thing about forecasting and
predicting the future is that nobody can do it and that‘s what‘s so dangerous to investors,‖
Matson explains. ―Anyone who says they can predict the next 20 percent is lying or
delusional.‖
Financial Advisor, July 2012 Issue
Ben Mattlin of Financial Advisor magazine quotes Zack Shepard, AIFA, financial coach
and director at Matson Money, in an article discussing the pros and cons of investing in
gold. Zack explains that gold is a horrible investment because historically it has the
volatility of stocks, but only provides half the returns. ―If you own a globally diversified portfolio, the odds are you own shares of mining companies, which we do,‖ Shepard says. ―It‘s
OK to get the return from companies but to make a bet on a gold bar is not worth it.‖
Women Advisors Forum, June 29, 2012
Matson Money, celebrating the impressive financial strides that women have been making
over the years. ―Women are expected to control $22 trillion in wealth by 2020. We have a
huge amount of financial power coming our way. It‘s critical that we learn how we want to
manage it and use it long-term,‖ she explains.
Women Advisors Forum, May 30, 2012
Matson Money, discussing why cultural fads and investing don‘t mix. She warns investors
and advisors that it is impossible to pick ‗the next rock star stock.‘ ―Using a trend-based
approach to build a portfolio is asking for disaster, not only because there is absolutely no
academic evidence to support it, but it also sets up a very time consuming, obsessive way of
managing a portfolio,‖ she says.
Bloomberg.com, May 25, 2012
Elizabeth Ody of Bloomberg.com interviews Zack Shepard AIFA, financial coach and
director at Matson Money, in an article discussing the Facebook IPO and the risks associated
with investing in newly public companies. Shepard explains that Matson Money generally
waits about one year before investing in companies that have recently gone public. ―IPOs are
often risky and expensive for investors,‖ he says.
This article also appears at:
Yahoo! Finance TV, ―Breakout,‖ May 24, 2012
Mark Matson, founder and CEO of Matson Money, appears on Yahoo! Finance TV to speak
about how investors may be unknowingly gambling with their portfolios. Matson identifies
stock picking, market timing and track record investing as three signs that an investor is
gambling with their retirement. Instead, he suggests, ―The trick to investing is not to buy and
hold, but to buy and rebalance.‖ He also reiterates that returns come from the market, not
from the manager.
Yahoo! Finance TV, ―Breakout,‖ May 15, 2012
Mark Matson, founder and CEO of Matson Money, appears on Yahoo! Finance TV to discuss
how earnings season is impacting ―Main Street‖ investors. Matson explained that capitalism
still works and when quality companies have a bad quarter it presents a buying opportunity.
He also reiterates that, ―Equities are the greatest long-term wealth creation tool on the planet,‖
and urges Main Street investors not to gamble on individual stocks or sectors.
Dow Jones ―Wealth Adviser,‖ May 8, 2012
Dow Jones reporter, Veronica Dagher, features Mark Matson, founder and CEO of Matson
Money, in a video documenting his ―Main Street Money‖ public television special and book
tour in New York City. Matson discusses the importance of working with Main Street
investors and teaching them to avoid the Wall Street bullies. ―It‘s all about trying to help the
Main Street investor and not about trying to get million dollar accounts,‖ Matson explains.
FoxBusiness.com, May 7, 2012
Victoria Taylor of FoxBusiness.com features Zack Shepard AIFA, financial coach and
director at Matson Money, in an article discussing three common mistakes committed by
first-time investors. Shepard weighs in on the mistake of chasing short-term performance
instead of remaining long-term oriented. ―If you are going to gamble, go to Vegas, don‘t do
it with your retirement,‖ Shepard says.
Advisor Today, May/June 2012 Issue
Advisor Today magazine features an article written by Mark Matson, founder and CEO of
Matson Money, about the dos and don‘ts of investing in mutual funds. Matson encourages
investors to embrace market volatility, remain ultra-diversified and not panic or make
irrational decisions. ―Don‘t be influenced by the hype and horror of ‗Wall Street bullies,‘‖
explains Matson. ―Decisions to buy or sell funds should never be based on fear.‖
Women Advisors Forum, April 29, 2012
Matson Money, comparing the discipline it takes to grow a garden to that of planning a
successful financial future. ―Sometimes you have to get dirty, occasionally you lose a plant or
two, and it is an ongoing process that takes time and patience,‖ she explains. ―However, if
you never plant the seeds for your financial future, it will never have the chance to grow.
Registered Rep., April, 2012
John Byrne of Registered Rep. features Zack Shepard AIFA, financial coach and director at
Matson Money, in a Q&A about the significance of working with a financial coach and how
it can improve relationships between advisors and their clients. ―Advisors who work with
coaches can improve by learning the required discipline to navigate their investment plans,
even when being pressured by clients or other outside influences to make irrational or
emotional investment decisions,‖ Shepard explains.
Women Advisors Forum, March 20, 2012
Matson Money, which offers an insightful reminder that all investors should take time this
spring to review their investment situation and make sure their objectives are still on course
with their long-term goals. ―My philosophy toward investing has always been long-term
oriented. However, that doesn't imply that you should set it and forget it when it comes to
your retirement portfolio,‖ she explains.
Registered Rep., April, 2012
John Byrne of Registered Rep. features Zack Shepard AIFA, financial coach and director at
Matson Money, in a Q&A about the significance of working with a financial coach and how
it can improve relationships between advisors and their clients. ―Advisors who work with
coaches can improve by learning the required discipline to navigate their investment plans,
even when being pressured by clients or other outside influences to make irrational or
emotional investment decisions,‖ Shepard explains.
Women Advisors Forum, March 20, 2012
Matson Money, which offers an insightful reminder that all investors should take time this
spring to review their investment situation and make sure their objectives are still on course
with their long-term goals. ―My philosophy toward investing has always been long-term
oriented. However, that doesn't imply that you should set it and forget it when it comes to
your retirement portfolio,‖ she explains.
RIABiz.com, March 9, 2012
Kelly O‘Mara of RIABiz.com quotes Mark Matson, founder and CEO of Matson Money, in
an article describing how turnkey asset management programs, or TAMPs, had a fourthquarter slump, but continued to grow in 2011. Matson weighs in on the future of the industry
and says, ―If TAMPs don‘t provide a larger variety of services and products to their advisors,
then this hot industry might see many more quarters like the last one.‖
Bloomberg Television, ―Rewind,‖ March 5, 2012
Mark Matson, founder and CEO of Matson Money, appears live in studio alongside host, Matt
Miller, to discuss global growth, the market and ways for ―Main Street‖ investors to capitalize
in today‘s environment. He reiterates that all of the known information is already priced in and
that it‘s randomness that creates volatility. ―Returns come from the market, not the manager,‖
explains Matson. He also urges investors to avoid high-yield bonds as they are volatile and
make for bad diversifiers.
CNBC ―Street Signs,‖ March 5, 2012
Mark Matson, founder and CEO of Matson Money, appears alongside host, Mandy Drury, live
on the set of CNBC ―Street Signs‖ to discuss investing in today‘s market. Matson reasserts that
it is impossible to successfully predict or time the market and that ―Main Street‖ investors
should remain globally diversified in equities long-term. ―To sit here and try to predict where
the market is going in the next ten minutes or days is useless for investors,‖ he explains. He also
offers three underutilized areas for investors to consider: international stocks, high book to
market value stocks and micro-caps.
Women Advisors Forum, February 23, 2012
Women Advisors Forum features an article written by Michelle Matson, vice president at Matson
Money, discussing the discomforts often associated with investment risk. ―There is no epidural
for the pain of losing a portion of your money, but you can be assured that if you are invested in
equity markets that there will be times when you lose. Trying to ease that discomfort by pulling
your money out of equities until things feel better will only damage your chances of long-term
investment success,‖ she explains.
FOX Business, February 21, 2012
Mark Matson, founder and CEO of Matson Money, appears on Fox Business to discuss the
Dow reaching 13,000 for the first time since 2008. Matson cautions investors not to get caught
up in the hype. ―Investing is long-term. It‘s not a short-term speculative game like Wall Street
would like you to believe,‖ he explains. He also reminds investors to embrace volatility and
continue to remain globally diversified.
This segment also appears at:
Associated Press, February 10, 2012
Bernard Condon of the Associated Press quotes Mark Matson, founder and CEO of Matson Money,
in an article about declining stock and gold prices resulting from another delay in the Greek debt
deal. Matson discusses the risk and speculation associated with investing in gold. ―People are speculating and, so the drop could get bigger,‖ he explains. ―Gold is good for jewelry, not in your portfolio.‖
FOX Business, ―Power and Money,‖ February 3, 2012
Mark Matson, founder and CEO of Matson Money, appears on Fox Business to discuss minimum wage hikes and loopholes in the tax system. He believes that minimum wage hurts the
FOX Business, ―Power and Money,‖ February 3, 2012
Mark Matson, founder and CEO of Matson Money, appears on Fox Business to discuss minimum wage hikes and loopholes in the tax system. He believes that minimum wage hurts the
poor and is discriminatory against young people. ―We need more lower entry level jobs. Every
time you raise the minimum wage you export jobs to China,‖ suggests Matson. He also weighs
in on the 70,000 page U.S. tax code and recommends the government simplifies it.
Cincinnati Business Courier, February 3, 2012
Steve Watkins of the Cincinnati Business Courier quotes Mark Matson, founder and CEO of
Matson Money, in an article discussing the largest and fastest growing locally based mutual
funds. ―The only other local fund among the 10 largest to grow faster than 40 percent was the
Free Market Fixed Income Fund. That grew 61 percent, to $825 million, thanks to a jump in
assets last year at Mason-based investment adviser Matson Money.‖
Associated Press, February 2, 2012
Dave Carpenter of the Associated Press quotes Mark Matson, founder and CEO of Matson
Money, in an article about the much-hyped initial public offering of Facebook shares.
―Facebook can be a great company, but that doesn't mean its stock won't underperform.
Trying to pick out successful IPOs — that's stock-picking on steroids. It's definitely a gamble,
and Main Street investors should stay as far away as possible,‖ explains Matson.
Registered Rep., January 31, 2012
John Byrne of Registered Rep. interviews Mark Matson, founder and CEO of Matson Money, in a story that discusses Matson‘s new book and public television special both titled,
―Main Street Money.‖ Matson coaches Main Street investors to ignore intimidating Wall
Street bullies. ―All the traders are bullies by nature and all mutual fund complexes that have
active managers are bullies,‖ he explains. ―All the knowable and predictable information is
in the price already, so when you trust these people you end up losing more money than you
could ever have anticipated.‖
InvestmentNews, January 31, 2012
Lavonne Kuykendall of InvestmentNews interviews Mark Matson, founder and CEO of
Matson Money, in an article discussing how some advisers offer bad advice just to keep
good clients happy. ―My experience in watching a lot of advisers is they will do what the
client tells them, even if it is imprudent, just to keep the client,‖ he says. Matson also
explains why many advisers and investors often make irrational decisions. ―It is because of
emotions, instinct and perception biases, multiplied by the media.‖
CincinCincinnati Business Courier, January 30, 2012
Steve Watkins of the Cincinnati Business Courier quotes Mark Matson, founder and
CEO of Matson Money, in an article describing Matson‘s new book and public
television special. ―The truth is that many are profiting from keeping investors scared,
uninformed and in the dark,‖ he explains. ―My aim is to help my readers and those who
view our public television special to learn how to invest profitably despite the flaws of
Wall Street.‖
RIABiz.com, January 30, 2012
Kelly O‘Mara of RIABiz.com interviews Mark Matson, founder and CEO of Matson Money, in an article highlighting Matson‘s upcoming public television special, ―Main Street
Money,‖ in which he teaches investors how to avoid Wall Street bullies and so called
―market gurus.‖ Matson says, ―We teach consumers that returns come from the market,
not the manager.‖
Financial Advisor, January 30, 2012
Kathy Lynch of Financial Advisor magazine features Mark Matson, founder and CEO of
Matson Money, in an article discussing his new book and public television special both
titled, ―Main Street Money.‖ ―Together, the book and program address the fundamental
disconnect between Main Street money and the conventional philosophies of Wall
Street,‖ Matson says.
MarketWatch.com, January 30, 2012
Mark Matson, founder and CEO of Matson Money, is featured on MarketWatch.com
describing his upcoming book and public television special, ―Main Street Money.‖
Matson talks about what he hopes to accomplish with the launch of the book and segment.
CincinCincinnati Business Courier, January 30, 2012
Steve Watkins of the Cincinnati Business Courier quotes Mark Matson, founder and
CEO of Matson Money, in an article describing Matson‘s new book and public
television special. ―The truth is that many are profiting from keeping investors scared,
uninformed and in the dark,‖ he explains. ―My aim is to help my readers and those who
view our public television special to learn how to invest profitably despite the flaws of
Wall Street.‖
RIABiz.com, January 30, 2012
Kelly O‘Mara of RIABiz.com interviews Mark Matson, founder and CEO of Matson Money, in an article highlighting Matson‘s upcoming public television special, ―Main Street
Money,‖ in which he teaches investors how to avoid Wall Street bullies and so called
―market gurus.‖ Matson says, ―We teach consumers that returns come from the market,
not the manager.‖
Financial Advisor, January 30, 2012
Kathy Lynch of Financial Advisor magazine features Mark Matson, founder and CEO of
Matson Money, in an article discussing his new book and public television special both
titled, ―Main Street Money.‖ ―Together, the book and program address the fundamental
disconnect between Main Street money and the conventional philosophies of Wall
Street,‖ Matson says.
MarketWatch.com, January 30, 2012
Mark Matson, founder and CEO of Matson Money, is featured on MarketWatch.com
describing his upcoming book and public television special, ―Main Street Money.‖
Matson talks about what he hopes to accomplish with the launch of the book and segment.
―For years, my dream has been to help investors on Main Street calm their fears about
investing and demystify the entire process,‖ he says.
Women Advisors Forum, January 20, 2012
Matson Money, discussing how women can avoid becoming another ―income gap‖ victim
in retirement. ―Just because men may have an advantage in income or years in the
workplace doesn‘t mean that women can‘t build a solid retirement. Don‘t be a victim –
take charge and build the dream you want,‖ suggests Michelle.
FOX Business, ―Power and Money,‖ January 18, 2012
what it will mean to Main Street investors if investment income is taxed more. Matson
explains that taxing the wealthy will only hurt middle class retirees. ―Eliminate dividend
taxes, capital gain taxes and give middle class America a break,‖ he suggests. Matson also
weighs in on the healthcare situation and believes the system needs less regulation and
more competition and growth.
FOX News, January 6, 2012
During an appearance on Fox News, Mark Matson, founder and CEO of Matson Money,
discusses the recent jobs data and what it can mean for investors in 2012. He explains that
the recent numbers are a movement in the right direction, but that there is still a long way
to go. He also encourages people to take an entrepreneurial approach. ―Don‘t wait for the
government and don‘t wait for big business to create work. Go out there and create it for
yourself,‖ he suggests.
Matson Money Takes on the Charlatans of the Financial Industry.
The professionals at Matson Money are regularly sought out by the local and national financial media.
See what they had to say:
“What Election Day Means For Your Financial Future”
“While every American has a stake in the outcome of this election, and we all
have our opinion on how it will affect our country, any attempt to change
investment strategy based on relatively short-term or temporary circumstances is
likely to do more harm than good for your financial future.”
Featured article by Michelle Matson
November 5, 2012
“Jobs Data a Fabrication?” - Fox Business
“The only thing that’s saving this economy are hard-working entrepreneurs,
small business people, CEOs and people that are being creative.”
Cheryl Casone interviews Mark Matson
November 1, 2012
“Hurricane Sandy Damaging U.S. Market Reputation?” - Fox Business
“The average investor needs to be looking 10 or 20 years down the road with
building their portfolio, so any two day period is not going to be a deal
breaker.”
Neil Cavuto interviews Mark Matson
October 31, 2012
“Did Ben Bernanke Save the Markets?” - Fox Business
“Interest rates and monetary supplies should be able to freely adjust based on
free markets and not controlled by a central committee.”
October 24, 2012
Learn more about Matson Money by visiting www.markmatson.tv or call (513) 204-8000
5955 Deerfield Boulevard, Mason, OH 45040
“Tomorrow in 30: Earnings and the Economy” - CNBC
“I don’t know where the next 20 percent is coming from, but the next 100
percent is up.”
Maria Bartiromo interviews Mark Matson
October 15, 2012
“Being a Super Hero for Your Clients”
“ If you’re really going to be a hero, you have to help your clients navigate
through all of the mixed messages and financial garbage that they are bombarded
with every day.”
October 5, 2012
“Bullish on Equities”- Fox Business
“It’s always time to be prudent and investors need to remember that equities
are the greatest long-term wealth creation tool on the planet.”
Ashley Webster interviews Mark Matson
October 3, 2012
“Client Communication” - Dow Jones Wealth Adviser
“You can’t afford not to do this because if you’re not, somebody else will.”
Veronica Dagher interviews Michelle Matson
October 2, 2012
“A 3.4 billion DFA RIA sends his social media presence sky high with a
‘Yep, I Built That’ strategy”
“I’m not looking for a quick cure-all. I’m looking for a long-term community.
Otherwise, it’s just a marketing scheme.”
Kelly O’Mara interviews Mark Matson
October 1, 2012
“Are Markets Prepared for Global Tragedies”- Fox Business
“As an investor, it’s never time to panic.”
September 12, 2012
“What (I Hope) Our Summer Vacation Taught Our Kids About Money”
“When it comes to kids and explaining the complexities of money, I don’t
really think there is a better answer than leading by example, talking honestly
with them about how to spend and save wisely, and giving them real life
opportunities to take responsibility for making financial choices in their lives.”
September 10, 2012
“Diversify Internationally to Reduce Portfolio Risks”- Fox Business
“If you’re not diversified, you’re missing a great opportunity to get higher
returns long-term.”
August 29, 2012
“Attracting and Retaining Female Clients” - Advisor TV
“One way to tap the women's advisory market is to communicate with women
in a way they understand.”
Margarida Correia interviews Michelle Matson
August 13, 2012
“How to Build High Returns With Low Volatility” - Fox Business
“The way to build high returns with low volatility in a portfolio is to have
asset categories with dissimilar price movement.”
August 10, 2012
“Why Presidential Campaigns and Portfolio Planning Don’t Mix” - The Street
“Don’t make decisions on what you hear about day to day.”
Gregg Greenberg interviews Zack Shepard
August 8, 2012
“Investing Lessons From the Olympics”
“To enjoy the investing experience to its fullest, we will have more success if
we eliminate predictions, ignore track records, avoid stock-picking and market
timing.”
August 1, 2012
“Women’s Top Money Fears And Seven Steps To Overcome Them”
“It’s increasingly important for women to be responsible for their own longterm financial health.”
Jenna Goudreau features Michelle Matson
July 23, 2012
“Michelle Matson Says Never Time a Market” - Bloomberg Radio
“Never time a market. We don't know what’s going to happen over the next
10 minutes, 10 days, or 10 weeks.”
Pimm Fox and Courtney Donohoe interview Michelle Matson
July 19, 2012
“To Stock Pick Or Not” - Fox Business
“One thing for Main Street investors to remember is that returns come from
the market, not the manager.”
July 16, 2012
“The Problem With Forecasting and Predicting the Future...” - Fox News
“The thing about forecasting and predicting the future is this, nobody can
do it and that’s what’s so dangerous to investors. Anyone who says they
can predict the next 20 percent is lying or delusional.”
Jenna Lee interviews Mark Matson
July 11, 2012
“The Golden Age”
“If you own a globally diversified portfolio, the odds are you own shares of
mining companies, which we do. It’s OK to get the return from the companies.
But to make a bet on a gold bar is not worth it.”
Ben Mattlin quotes Zack Shepard
July 2012 Issue
“Happy (Miss) Independence Day!”
“Women are expected to control $22 trillion in wealth by 2020. We have a
huge amount of financial power coming our way. It’s critical that we learn
how we want to manage it and use it long-term.”
June 29, 2012
“Why Cultural Fads and Investing Don’t Mix”
“Using a trend-based approach to build a portfolio is asking for disaster, not
only because there is absolutely no academic evidence to support it, but it also
sets up a very time consuming, obsessive way of managing a portfolio.”
May 30, 2012
“Facebook IPO Seen Deepening Investor Distrust of Stocks”
“IPOs are often risky and expensive for investors.”
Elizabeth Ody interviews Zack Shepard
May 25, 2012
“Three Signs You’re Gambling, Not Investing!” - Yahoo! Finance TV
“The trick to investing is not to buy and hold, but to buy and rebalance.”
Jeff Macke interviews Mark Matson
May 24, 2012
“Retail Earnings Could Set the Tone for Market’s Next Move” - Yahoo! Finance TV
“Investors should know that equities are the greatest long-term wealth creation tool
on the planet.”
Jeff Macke interviews Mark Matson
May 15, 2012
“Mark Matson On Advising Main Street” - Dow Jones “Wealth Adviser”
“It’s all about trying to help the Main Street investor and not about trying to
get million dollar accounts ”
Veronica Dagher interviews Mark Matson
May 8, 2012
“Three Common Mistakes of First-Time Investors”
“If you are going to gamble, go to Vegas, don’t do it with your retirement.”
Victoria Taylor quotes Zack Shepard
May 7, 2012
“Investing in Mutual Funds”
“Don’t be influenced by the hype and horror of ‘Wall Street bullies.’
Decisions to buy or sell funds should never be based on fear.”
Featured article by Mark Matson
May/June, 2012
“How Does Your (Retirement) Garden Grow?”
“Sometimes you have to get dirty, occasionally you lose a plant or two, and it
is an ongoing process that takes time and patience. However, if you never
plant the seeds for your financial future, it will never have the chance to
grow.”
April 29, 2012
“Q&A with Zack Shepard”
“Advisors who work with coaches can improve by learning the required
discipline to navigate their investment plans, even when being pressured by
clients or other outside influences to make irrational or emotional investment
decisions.”
John Byrne interviews Zack Shepard
April, 2012
“Spring Into Action and Clean Up Your Finances”
“My philosophy toward investing has always been long-term oriented.
However, that doesn't imply that you should set it and forget it when it comes
to your retirement portfolio.”
March 20, 2012
“Global Growth, U.S. Jobs Consensus” - Bloomberg Television “Rewind”
“Returns come from the market, not the manager.”
Matt Miller interviews Mark Matson
March 5, 2012
“Are Investors Underestimating the Market?” - CNBC “Street Signs”
“To sit here and try to predict where the market is going in the next ten
minutes or days is useless for investors.”
Mandy Drury interviews Mark Matson
March 5, 2012
“There is No Epidural for Investment Risk”
“Trying to ease that discomfort by pulling your money out of equities until
things feel better will only damage your chances of long-term investment
success.”
February 23, 2012
“Dow Breaks 13,000, Now What?” - Fox Business
“Investing is long-term. Its not a short-term speculative game like Wall
Street would like you to believe.”
February 21, 2012
“Stocks Fall Sharply as Greek Deal is Held Up”
“Gold is good for jewelry, not in your portfolio.”
Bernard Condon quotes Mark Matson
February 10, 2012
“Minimum Wage Battle and Complicated U.S. Tax Code” - Fox Business
“We need more lower entry level jobs. Every time you raise the minimum
wage you export jobs to China.”
David Asman interviews Mark Matson
February 3, 2012
“Touchstone Nearly Doubled Assets in 2011”
“The only other local fund among the 10 largest to grow faster than 40
percent was the Free Market Fixed Income Fund. That grew 61 percent, to
$825 million, thanks to a jump in assets last year at Mason-based investment
adviser Matson Money.”
Steve Watkins features Mark Matson
February 3, 2012
“‘Like’ Facebook Stock? Experts Way In On IPO”
“Facebook can be a great company, but that doesn't mean its stock won't
underperform. Trying to pick out successful IPOs — that's stock-picking on
steroids. It's definitely a gamble, and Main Street investors should stay as far
away as possible.”
Dave Carpenter quotes Mark Matson
February 2, 2012
“Advisor, and Bully Beater, Mark Matson, Coming Soon to Public Television”
“The reality is that the market is random. All the knowable and predictable
information is in the price already, so when you trust these people you end up
losing more money than you could ever have anticipated.”
John Byrne interviews Mark Matson
January 31, 2012
“Advisors Often Offer Bad Advice Just to Keep Good Clients Happy: Matson”
“My experience in watching a lot of advisors is they will do what the client tells
them, even if it is imprudent, just to keep the client.”
Lavonne Kuykendall interviews Mark Matson
January 31, 2012
“RIA/Advisor Coach Mark Matson Invests Half a Million in a Public Television
Special”
“Equities are the only sure way to make a return in the long run. They are the
greatest wealth creation tool on the planet. We teach consumers that returns
come from the market, not the manager.”
Kelly O’Mara interviews Mark Matson
January 30, 2012
“Mark Matson Plans TV Show, Book ‘Main Street Money’”
“The truth is that many are profiting from keeping investors scared,
uniformed and in the dark.”
Steve Watkins features Mark Matson
January 30, 2012
“Esteemed Investor Advocate and Money Manager Launches Public
Television Program”
“For years, my dream has been to help investors on Main Street calm their
fears about investing and demystify the entire process.”
MarketWatch.com features Mark Matson
January 30, 2012
“Will You Be Another ‘Income Gap’ Victim in Retirement?”
“Just because men may have an advantage in income or years in the
workplace doesn’t mean that women can’t build a solid retirement.
Don’t be a victim – take charge and build the dream you want.”
January 20, 2012
“Protecting the Main Street Investor” - Fox Business
“Eliminate dividend taxes, capital gain taxes and give middle class
America a break.”
January 18, 2012
“What’s Behind Improved Jobs Report?” - Fox News
“Don’t wait for the government and don’t wait for big business to
create work. Go out there and create it for yourself.”
January 6, 2012
2011
The professionals at Matson Money are regularly sought out by the local and national financial media. Over the
past few months, they have provided commentary on a wide variety of financial topics.
“A New Year, A New Beginning to Your Financial Future”
“The New Year offers a chance for investors to analyze their fiscal strategies
and to focus on building a comfortable retirement they can look forward to.”
Women Advisorsforum
December 21, 2011
“Gold, ETFs Keep Falling After Breaking 200-Day Line”
Investor’s
Business
Daily
“There is some perception out there that gold is relatively stable, but the reality
is that historically it has the same risk characteristics as stocks with about half
of the return.”
Trang Ho interviews Zack Shepard
December 15, 2011
“Three Simple Rules For Every Investor” - Fox Business
“When you have volatility like this and the market is down, you need to
sell some fixed income and buy equities while it’s low.”
FOX BUSINESS
Connell McShane interviews Mark Matson
December 9, 2011
“The Gift That Keeps On Giving”
Women Advisorsforum
“Achieving financial independence can be difficult at times, but it’s important
to educate yourself enough to ignore any temptations or challenges you may
face throughout the years.”
November 22, 2011
“How to Fire a Client”
“I really think it comes down to this: If you set the relationship up in the beginning,
they won’t become your client for the wrong reasons and you won’t have to let them
go.”
RIA
Central
Nancy Mandell interviews Zack Shepard
November 22, 2011
“How to Play Today’s Market Swings” - Fox Business
“Equities are the greatest long-term wealth creation tool known on the
planet.”
FOX BUSINESS
Chris Cotter & Lori Rothman interview Mark
Matson
“Financial Strategies for the Independent Woman”
advisorToday
“While the rules of investing are no different for women than they are for
men, the services that women want and need may be different from what
advisors traditionally offer.”
November/December 2011 Issue
“Saying ‘I Do’ to Your Financial Future”
Women Advisorsforum
“Taking on responsibility for your financial future is a lifelong commitment,
much like a marriage. Both require patience, hard work and a fair
understanding of long-term goals.”
October 20, 2011
“Matson Money’s Matson on Investment Strategy” - Bloomberg TV
“I don’t want Main Street investors to buy into the hype or horror of Wall
Street as they’re both destructive.”
Bloomberg
Margaret Brennan interviews Mark Matson
October 17, 2011
“Reasons to Be Optimistic About Market’s Outlook?”
- Fox Business “Cavuto”
“The statistics on market timing are absolutely miserable. Don’t get caught trying to forecast or predict the future.”
FOX BUSINESS
Elizabeth MacDonald interviews Mark Matson
October 12, 2011
“In a Global Downturn Invest in Emerging Markets” - Fox Business
“When markets drop in the short-term, it’s the fear and greed that destroy
people.”
FOX BUSINESS
October 3, 2011
“Embracing Market Volatility” - Fox Business
“Investors get in trouble when they try to drill down or pick individual
stocks.”
FOX BUSINESS
Lori Rothman interviews Mark Matson
September 26, 2011
“Investors May Have Global Long-Term Opportunity” - Bloomberg TV
“When there is global recession or dips in the market, that means global
opportunity long-term.”
Bloomberg
Scarlet Fu interviews Mark Matson
September 23, 2011
“If Dieting and Investing Were Easy, We Would All Be Rich and Skinny”
Women Advisorsforum
“Financial professionals are the personal trainers when it comes to investing.
We are the people who provide the discipline and motivation to keep our
clients on the right track.”
September 20, 2011
“Diversify Your Portfolio Now” - CNBC “The Call”
“You have to stay diversified and should be looking at this as a short-term
opportunity to buy more European and U.S. equities and to rebalance your
portfolio.”
CNBC
Tyler Mathisen interviews Mark Matson
September 13, 2011
“What Rookie Investors Should Know About Emerging Markets”
DailyFinance
An AOL Money & Finance Site
“It is important to remember that just like any other investment, it is
impossible to predict the growth of any country. Be cautious and don’t
concentrate all of your assets in one area.”
Sheryl Nance-Nash interviews Mark Matson
September 7, 2011
“Will September Be Even Worse For the Markets Than August?”
- Fox Business “Nightly Scoreboard”
“Anyone who tells you that they can predict where the market is going in the
next 10 days, 20 days or even a month, is lying.”
FOX BUSINESS
Tobin Smith interviews Mark Matson
September 1, 2011
“Celebrate the Volatility” - Fox Business “Bulls & Bears”
“You can celebrate the volatility by understanding that long-term equities go
up and by rebalancing and buying more when things are down.”
FOX BUSINESS
August 31, 2011
“Gold Booms While the Dollar Sinks” - Fox Business “Nightly Scoreboard”
“Gold is for speculators, not long-term investors. If you build a globally
diversified portfolio, you will already have gold through mining and
distribution companies and there is no reason to double down.”
FOX BUSINESS
August 24, 2011
“Matson: Fixed Income the Real Safety Play” - Fox Business
“We need a sound money supply so entrepreneurs know the values of goods
and services. Then, we can go to work, create the jobs and keep the Fed and
Treasury out of it.”
FOX BUSINESS
August 24, 2011
“Who Wants to Be a Millionaire”
“We have to build the habit of saving, but the real juice is going to come
from investing those savings in a super solid investment strategy that will get
the results we are seeking”
Women Advisorsforum
August 24, 2011
“These Are the Days When Advisors Earn Their Money”
FA
“It’s human nature to act upon emotions and sometimes this leads to
irrational decision making. As advisors, it is our job to educate our clients
before they are confronted with these panic-stricken situations.”
Financial Advisor
Featured article by Mark Matson
August 12, 2011
“Market Volatility Leads to Big Investor Mistakes” - Fox Business
“You need short-term fixed income so you can rebalance and buy equities
while they are low. Be prudent and understand the volatility.”
FOX BUSINESS
August 10, 2011
“A Panicky Investor’s Guide to the Weekend”
Forbes.com
“Create a portfolio that you can live with for 20 years. Then you can
stop worrying and fretting and getting terrified when things drop – or
getting overconfident and exuberant when things go up.”
Emily Lambert interviews Mark Matson
August 4, 2011
“Consumer Spending Falls, Job Market Slumps” - Fox News
“This isn’t a healthy economy until we get people back to work.”
FOX
NEWS
August 4, 2011
“Government Unnerving Markets” - Fox Business
“Equities are still the greatest wealth creation tool on the planet.”
August 3, 2011
FOX BUSINESS
“Earnings Parade Continues” - Fox Business “Bulls & Bears”
“Investors make two mistakes during earnings season. They become
too focused on short-term and too focused on just the United States.”
FOX BUSINESS
Liz Claman interviews Mark Matson
July 20, 2011
“Investing in the Current Climate” - CNBC “The Call”
“The hardest thing for an investor to do, if you have a balanced
portfolio, is sell the fixed income and buy more equities when
they are down.”
CNBC
Melissa Francis interviews Mark Matson
July 14, 2011
“Debt Talks Deadlock” - Fox Business
“This country needs to get people back to work and raising
taxes is not the way to do it. We need to cut the deficit in a
dramatic way.”
July 13, 2011
FOX BUSINESS
“Tweet Away”
FINANCIAL
PLANNING
“I view it as a way to have ongoing communication and to bring value to the
people you care about and help them solve problems. It is about building a
community and building better relationships than you have right now.”
Donna Mitchell interviews Mark Matson
July 1, 2011
“Corn: Good for Picnics, Bad For Your Portfolio” - Fox Business
“It’s surprises that drive the market. Don’t try to forecast the surprises;
investors have to own equities, stay diversified and not speculate and
gamble on hot asset categories.”
June 30, 2011
FOX BUSINESS
“Is Gold’s Run Coming to an End?
“You take short periods of time and you extrapolate that gold’s a great investment because it’s got five years of gain—well, that’s ridiculous. Investors
would be better to stay away from it.”
SmartMoney
It’s your money. Be smart.
Sarah Morgan interviews Mark Matson
June 29, 2011
“What’s an Investor to Do? - CNBC “The Kudlow Report”
“I know we have problems in the U.S. and globally but don’t let that
scare you away from being a long-term investor.”
CNBC
Larry Kudlow interviews Mark Matson
June 13, 2011
“Can Stocks Rally Without Safety Net?” - CNBC “The Call”
“If you’re an investor, the market will always will be volatile. You
have to own some fixed income to offset the volatility and rebalance
on the dips, like we’ve seen in the past six weeks.”
Larry Kudlow and hosts interview Mark Matson
June 10, 2011
CNBC
“Stop Acting Like Europe, We’re America!” - Fox Business
“I suspect what markets, entrepreneurs and small business owners
want to see is fiscal responsibility. There can be no solution to the
deficit until there is a balanced budget amendment.”
June 1, 2011
FOX BUSINESS
“Outlook for the Markets” - Fox Business
“When you start gambling on these ‘safer’ investments you are
still allocating more of your portfolio to one sector and that
means lower expected return and increased risk.”
FOX BUSINESS
May 18, 2011
“Are Commodities Out of Control?”– CNBC “The Call”
“If you own a diversified portfolio you already own
commodities within those stocks. Don’t double down, it
doesn’t make sense for long-term investors.”
CNBC
May 12, 2011
“Outlook for the Markets”- Fox Business
“Commodities are nothing but a gamble and serious
investors should never get caught up in this trend.”
May 11, 2011
FOX BUSINESS
FINANCIAL
PLANNING
“Measuring the Tweets, Posts and Pings of Your Business”
“Advisors can have massive amounts of freedom and money, but not
with the traditional financial planning model.”
Donna Mitchell interviews Mark Matson
May 11, 2011
“Finding Value Picks” - CNBC “Squawk on the Street”
“There is no 20-year period in existence where value stocks did
not beat growth stocks.”
Mark Haines and Erin Burnett interview Mark Matson
May 5, 2011
CNBC
“Investing Around The Deficit” - Fox Business
“Down-turns are temporary. The market goes up long-term. It
will take discipline and perseverance—you should be
looking at least ten years into your investment portfolio.”
FOX BUSINESS
May 4, 2011
“Corporate Tax Reform on Capitol Hill” - Fox New Channel
“If we’re going to get this economy going we need to have free
markets, competition and free trade globally. Anything that hits
away at terrorism and makes it safer for global trade is going to
be good for America.”
FOX
NEWS
May 4, 2011
“If Fed Unwinds Balance Sheet Will It Become Insolvent?” - Fox
Business
“It is the reaction of entrepreneurs and hard-working capitalists
who are cutting budgets that will add value to the economy.”
FOX BUSINESS
April 27, 2011
“Long-Term, The Arrow is Green and Up for Markets - CNBC “The Call”
“To be a successful investor, we know that the arrow is green and it is up and
we don’t stay focused on short-term earnings.”
CNBC
April 26, 2011
“The Future of Energy Supply” - Fox Business
“Long-term, the best way to create inexpensive energy and
solve this problem is through economic growth.”
April 20, 2011
FOX BUSINESS
“A ‘Balanced’ Budget Plan?” - Fox Business
“America knows that if you are in a debt crisis, you cut up the credit card and
stop spending. That is exactly what we have to do in Washington if we want
to right this ship and make this the most prosperous country in the world
again, which it can be.”
FOX BUSINESS
April 13, 2011
“How a Government Shutdown Would Impact the Markets” -Fox Business
“If the government has to shut down temporarily, it may serve as a wakeup call
to the American public, and the politicians, that we need to get serious about
this long-term.”
FOX BUSINESS
April 6, 2011
“Planning Around Ryan’s Plan” - CNBC “The Call”
“Right now, investors need to look toward equities. So many are sitting on
the sidelines and they need to get their money back into the market and
allocate with something they are comfortable with.”
CNBC
April 5, 2011
“Should Companies Get Tax Breaks for
Going Green?”- Fox Business
“No one deserves a tax break and the only way to solve the energy
problem is through competition and a level playing field.”
FOX BUSINESS
March 30, 2011
“What’s the China Play?”- CNBC “The Call”
“The best way for the U.S. investor to take advantage of the currency
fluctuation is by owning every single one. It adds diversification. Don’t
get caught trying to play just one currency trade.”
CNBC
March 17, 2011
“Are Investors Shaken By Japan?”- Fox Business
“There has been previous periods of time where there has been
high inflation and stocks have done extremely well.”
FOX BUSINESS
March 16, 2011
“Wall Street Marks Second Year of Bull Market”- Fox Business
“To be a great investor you own equities, diversify and rebalance.
Everyone wants to panic when the market crashes but that’s the time to
stay disciplined. I don’t get paid to panic.”
FOX BUSINESS
March 9, 2011
“How High Can Gold Go?”- CNBC “The Call”
“I hate to be the bearer of bad news but the expected rate of return on
commodities, long-term after inflation, is zero. Don’t do it.”
CNBC
Trish Regan interviews Mark Matson
March 7, 2011
“Savvy Advice for Enjoying Your Holidays like a ‘Rich Chick’”
“This is a good time of year to do an evaluation and see where you want to be
financially. Take a strategic approach to figuring out how to clean up your
mess in order to move forward in a proactive way.”
Heart Filled Holidays
Add Fun and Meaning to Your Life
Sandy Fowler interviews Michelle Matson
March 7, 2011
“Does the Government Need to Regulate Energy Prices”- Fox Business
“The reality is we need cheap, affordable energy. High energy costs
affect the poor and the underemployed worse than anyone else.”
March 3, 2011
FOX BUSINESS
“Going for the Gold”
“Gold is good for jewelry but bad for your portfolio.”
Donald Korn interviews Mark Matson
March 1, 2011
FINANCIAL
PLANNING
“Clients take volatility in stride and remain calm, say advisers”
InvestmentNews
“We tell clients that we’re their coach, and part of our job is to keep
them disciplined in this type of environment.”
The Leading News Source for Financial Advisors
Registered
Rep.
Andrew Osterland interviews Mark Matson
February 27, 2011
“Investors Trust Advisors, Not Institutions”
“People trust advisors, but they don’t trust institutions.”
Diana Britton interviews Mark Matson
February 24, 2011
“Matson: The Mideast Wants Free Markets” -Fox Business
“It is only random and unpredictable information that drives the
market forward. Don’t try to time it, look to the next five to ten
years, not the next five to ten minutes.”
FOX BUSINESS
February 23, 2011
“Muni Bond Crisis Overblown?” -Fox Business
“Don’t get caught playing munis. It might feel psychologically
beneficial to not write that tax check but you have risk most people
don’t understand.”
February 9, 2011
FOX BUSINESS
“Mark Matson: Stand Up to Clients, or Else”
RIA
RIABiz
Biz
“Fear and panic love isolation.”
Brooke Southall interviews Mark Matson
February 1, 2011
“S&P 500: Where is it Headed?”- CNBC “The Call”
“You need to allocate now and remain long-term. Don’t try and
time the market, you have to own it.”
CNBC
January 27, 2011
“Did the U.S. Buy Obama’s Address?”-Fox Business
“Innovation takes competition and a capitalistic system where there is
evolution. What the federal government does is they reduce
competition and focus on things that waste money.”
FOX BUSINESS
January 26, 2011
“Retiring Without a Rudder? You May Need a Coach”
DailyFinance
An AOL Money & Finance Site
“Ask questions such as: what strategies do you follow for investing
assets, how have you educated past investors to make better financial
decisions, how long do you typically stay attached to and help clients.”
Sheryl Nance-Nash interviews Mark Matson
January 22, 2011
“Investor Profile: Mark Matson”
“Returns come from the market, not the management.” “There’s no statistical
evidence that stock-picking adds anything to performance.”
“My job is to get people to stop trying to predict 20 minutes or 20 days from
now, and instead to focus on 20 years from now.”
BUSINESS COURIER
Steve Watkins interviews Mark Matson
January 7, 2011
“Put Your Wallet On A Diet”
Forbes.com
“When you’re dieting you typically have a certain number of pounds you want
to lose or a goal weight to attain. Spending and savings goals mimic dieting
goals-but look more like how much savings you would like to having within
the year.”
Meghan Casserly interviews Michelle Matson
January 7, 2011
“The Best Way to Drive Economic Growth” -Fox Business
“We’ve got to have a balanced budget, we’ve got to start paying off
this deficit and that is the way to make business work.”
Cheryl Casone and hosts interview Mark Matson
January 5, 2011
FOX BUSINESS
2010
“The Call” - Stocks vs. Strong Dollar
“That’s the engine of the market. The returns come from the market,
innovation and capitalism.”
December 9, 2010
CNBC
“Tax Cut Delay Punishing Business?” - Fox Business
“No amount of taxes will balance the federal budget.”
December 1, 2010
FOX BUSINESS
“What Your Holiday Gift Says About Your Relationship”
“It’s not about the price point or expense of the gift but what it’s motivated by.
The most meaningful gift, then, may cost nothing at all.”
Forbes.com
Jenna Goudreau interviews Michelle Matson
November 29, 2010
“Volatility Scaring Away Investors?” - Fox Business
““Emotions and instincts are the investor’s enemies.”
November 24, 2010
FOX BUSINESS
“Is U.S. Economic Good Guy or Bad Guy?” - Fox Business
“You can’t create real wealth in this country, or any country for that matter,
by printing it.”
November 10, 2010
FOX BUSINESS
“The Call” - More Room to Rally?
“A high return on something recent and a good story does not make for
a good long term investment.”
November 11, 2010
CNBC
Will Health-Care Law Change? - Fox Business
“This week’s election was a real big win for capitalism.”
November 3, 2010
FOX BUSINESS
“Not all advisers enamored of ETFs”
“When I think of an ETF, I think of a wolf in sheep's clothing.”
“It's really just a marketing fad.”
“When we build portfolios, we have a significant focus on micro-cap international
small value, and those ETFs don't go deep enough in those sectors of the market.”
InvestmentNews
“We think the fact that it has second-by-second pricing encourages people to panic.”
Jessica Toonkel interviews Mark Matson
October 31, 2010
Who's to Blame for the Foreclosure Mess? - Fox Business
“Everyone is to blame...there were serious warnings that were ignored.”
October 20, 2010
FOX BUSINESS
“Advisers spooked by fund's sudden nosedive”
InvestmentNews
“I expect that we will see more of this kind of stuff.”
“There is a law of physics that says that the more moving pieces you have,
the more opportunity for failure.”
Jessica Toonkel interviews Mark Matson
October 19, 2010
“Most advisor websites are electronic brochures. You need real content. Your retiring clients
may not care if you have social media presence, but their kids and grandkids will.”
Halah Touryalai interviews Mark Matson
October 1, 2010
Registered
“Tweeting Is The New Cold Calling”
Rep.
“Big Money View of The Markets”—Business News Network
“Everyone knows what to do, but they don’t want to do it. Investors need to
own equities, diversify and rebalance.”
BNN
Pamela Ritchie interviews Mark Matson
October 8, 2010
Business News Network
“Can You Profit From The Rally?” - Fox Business
“When we do go past Dow 11,000, it’ll be the eighth time…it’s not a matter of if, it’s a matter of when. Markets long-term always go back to their
highs.”
FOX BUSINESS
October 7, 2010
“What Tax-Cut Extensions Mean for Deficit”—Fox Business
“You’re seeing a total rejection of the socialist high-tax/high-spending
agenda, more will come and we’ll see what happens from there .”
September 29, 2010
FOX BUSINESS
“The Call” - Stocks Ready to Rally?
“Equities are the greatest wealth creation tool known to mankind and a
positive long-term hold.”
CNBC
Trish Regan interviews Mark Matson
September 24, 2010
“Top 10 Money Fears And What To Do About Them”
"Talk to a professional about the advantages of compound interest and research the
price you could be paying for holding your cash on the sidelines for too long.”
Forbes.com
Emma Johnson interviews Michelle Matson
September 23, 2010
“Why CEOs can't stand Obama”
msn
Money
“The complexity is mind-boggling. It makes it hard to have a simple business plan. I know it's
detrimental to small businesses.”
“I think we will see a great backlash.”
“History tells us that things turn around much faster than people can imagine.”
Michael Brush interviews Mark Matson
September 22, 2010
“PRACTICE MANAGEMENT: Rethinking The Quarterly Client Meeting”
“It's all about leveraging time.”
THE WALL STREET JOURNAL
“People think activity equals control.”
Charles Passy interviews Mark Matson
September 17, 2010
“The $100 Million Nightmare”
“Those currently adhering to a coaching model are finding that true leverage in life
and business is attainable – but the route to the promised land looks different than we
once thought.”
Mark Matson
September 14, 2010
ADVISOR
PERSPECTIVES
“Do Businesses Deserve Tax Cuts?” - Fox Business
“The jobs have to come from the small business sector, however, this
package is a bait and switch move.”
FOX BUSINESS
September 8, 2010
“Keep Investing Simple, Stupid!” - Fox Business
“Equities are the best wealth creation tool known to man kind.”
Mark Matson guest hosts with Liz Claman
September 3, 2010
FOX BUSINESS
“Happening Now” - Fox News
“We can reserve some of these taxes coming our way, we can reduce
the spending deficit… the bottom line is we have to stop government
intervention.
FOX
NEWS
August 31, 2010
“Clients behaving badly: How advisers cope”
InvestmentNews
“It's not always a blowup.”
“It can be an abrasive, condescending, arrogant client. Each time they call, you
get a knot in your stomach.”
Lisa Shidler interviews Mark Matson
August 20, 2010
“Should Fannie, Freddie Become Nationalized?” - Fox Business
“The only way long-term to get supply and demand back into parity is to
privatize the mortgage industry.”
FOX BUSINESS
August 18, 2010
“Big Money: What I Like” - Trading Day
“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.”
BNN
Martin Baccardax interviews Mark Matson
August 5, 2010
“How Obama Can Spur Job Creation” - Fox Business
“Obama 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.”
August 4, 2010
FOX BUSINESS
“Speculating Is Not Investing”
“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.”
Forbes.com
Mark Matson
July 30, 2010
“Tweet Your Way to a Job”
“I see Twitter as part of an overall social media strategy."
FINS
“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.”
"A lot of finance professionals are kind of stodgy, old-school, but you only have a 140
characters, so you gotta find a way to get people's attention."
Sindhu Sundar interviews Mark Matson
July 29, 2010
“Extend Bush Tax Cuts for Everyone?” - Fox Business
“We need to extend the tax cuts… tax hikes at this time will confiscate
wealth from the very people we are counting on creating jobs: entrepreneurs and small businesses
July 28, 2010
FOX BUSINESS
“Post Meltdown, Most Americans Still Heed Traditional Financial Pros”
“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.”
“You might as well walk up to someone on the street and ask them what they think.”
FINANCIAL
PLANNING
“I would really stay away from the forums.”
Donna Mitchell quotes Mark Matson
July 27, 2010
“Is Obama Burning Bridges on Wall Street?” - Fox Business
“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.”
Connell McShane interviews Mark Matson
July 20, 2010
FOX BUSINESS
“Missing Half The Wealth?”
NAIFA’s
advisorToday.com
“If you’re not marketing to women, you are overlooking one of the most affluent investment demographics.”
Michelle Matson
July 2010
“Should Stimulus Money Be Spent in Gulf?” - Fox Business
“Not one dime of taxpayer money should go to clean up the BP oil
spill disaster, however, all hands need to be on deck to help.”
June 21, 2010
FOX BUSINESS
“Germany makes big spending cuts” - Fox Business
“There will always be confusion, pain, and fear out there, but long term
equities are a self correcting system if they are invested smartly.”
June 7, 2010
FOX BUSINESS
“Coming to terms with yet another scandal”
FA
“It’s really good when investors have a buyer-beware mentality.”
Charles Passy interviews Mark Matson
June 1, 2010
Financial Advisor
“Squawk on the Street” - Market Alert
“Investing is simple…you own equities long-term, diversify and you
rebalance on the highs and lows back to target.”
Erin Burnett and Simon Hobbs interview Mark Matson
May 14, 2010
CNBC
“What’s your advice worth”
Research
HELPING ADVISORS HELP THEIR CLIENTS
“Outsourcing ongoing operations — such as reporting, rebalancing, compliance,
even marketing — can also be a game changer.”
Ellen Uzelac quotes Mark Matson
May 1, 2010
“Power Lunch” - Market Insiders
“You need to be diversified internationally.”
CNBC
Sue Herera, Tyler Mathisen, Dennis Kneale and
Michelle Caruso-Cabrera interview Mark Matson
April 23, 2010
“Shop talk: Getting on the green”
“Golfers are pretty passionate...If you give them a great outing, they’ll
come back.”
Lisa Shidler quotes Michelle Matson
April 22, 2010
InvestmentNews
“US stocks slump after ADP, Chicago PMI disappoint; DJIA off 22”
MarketWatch
“As long as people are still losing their jobs, I'm not prepared to say the economy is
vastly getting better. We're still hurting right now and the jobs data proves that.”
“It's been a tremendous quarter, but a lot of investors and advisors are afraid
because we're heading into this massive health-care takeover, with new taxes ready
to come up and new regulations. My fear for investors is they'll wait until the Dow
goes up to 14000, and then they'll try to get in.”
Donna Kardos quotes Mark Matson
March 31, 2010
InvestmentNews
“The right way to fire your clients”
“You have these clients that when they're on the phone ... you feel like you're
going to throw up — then you know it's time. Advisers are
becoming prisoners of their clients.”
Lisa Shidler quotes Mark Matson
March 21, 2010
“Separate Or Joint Accounts?”
“Many women are overwhelmed and just leave [finances] to their spouse, but
they are setting themselves up for trouble.”
ForbesWoman
“Money is one of the things couples fight about, so the more talk about it
upfront, the more you can diffuse problems later on.”
Mary Ellen Egan quotes Michelle Matson
March 17, 2010
“Healing financial trauma”
“The recent years have been an ‘extinction event’ for the financial industry, and advisors are looking to get out of the industry completely.”
FA
Financial Advisor
“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.”
“A lot of advisors go into hiding when their investors panic, but they should be doing
the exact opposite. You cannot communicate too much with clients in these circumstances. You also have to get away from commissions into the fee-based world so you
are offering unbiased advice.”
“Then, after you put your own financial house in order, you can assure your clients you
are the one who can help them navigate the economy and their investments.”
“An advisor has to be able to tell the client they need to be disciplined for the long
term, but many advisors do not have the guts to do that and they let clients do dysfunctional things.”
Karen DeMasters quotes Mark Matson
Mar. 2, 2010
“In the game: The new value proposition”
“Though advisors say they’re using long-term strategies, they put short-term strategies
on top of them. Not even these guys can maintain a long-term strategy. Think what that
does to the investor’s mind.”
FINANCIAL
PLANNING
“They have to understand how much money they can lose in down markets. You need
to show them, if you buy this portfolio, you would’ve lost X amount in the recent
downturn.”
“This will happen again—are you okay with that?”
“In the seventies, people started offering financial planning to differentiate themselves
Today, financial planning is the new commodity, as anyone can create and monitor a
plan online for free. 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.”
Stacy Schultz quotes Mark Matson
Feb. 26, 2010
“Equity bull buys Canadian” - Trading Day
“If you’re going to be willing to hold that kind of volatility, get out of gold
and own the stocks.”
BNN
Marty Cej and Frances Horodelski interview Mark Matson
Feb. 18, 2010
“Quality stocks, diversified funds, market movers”
“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.”
TheStreet.com
Gregg Greenburg quotes Mark Matson
Feb. 18, 2010
“Market Edge” - Squawk on the Street
“If you’re going to gamble, go with gold; if you want to invest, do something
else.”
CNBC
Mark Haines and Erin Burnett interview Mark Matson
Feb. 18, 2010
“Broker? Adviser? And what’s the difference?”
“The problem is they hold themselves out as offering advice and value-added services. 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.’”
“This is what the average adviser can’t do. A client has a $1 million account that has gone down 30 percent, and he
says, ‘I feel uncertain and want to be in cash.’ The adviser knows you can’t time the market, but he says if I don’t do
what he says, I’m going to lose this account and the $10,000 fee. That adviser has a wife, family and expenses. He
can’t say no.”
The New York Times
Paul Sullivan quotes Mark Matson
Feb. 18, 2010
“Bull vs. bear” - The Call
“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.”
CNBC
Larry Kudlow and Melissa Francis interview Mark
Matson
“Looking for a fix for retirement security”
“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 is more smoke and mirrors. The greatest threat to anyone's retirement is a stagnant economy and a lack of job
security. No job, no retirement ... These measures are like putting bandages on a patient dying of a heart attack.”
Robert Powell quotes Mark Matson
Jan. 27, 2010
MarketWatch
“Obama’s plan for banks” - Special Report
“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.”
CNBC
Maria Bartiromo interviews Mark Matson
Jan. 21, 2010
“Anger over bankers’ pay obscures more critical issues”
“Most people hear regulation and think this will be great.”
“The big problem with all of this is even if this worked we’re going to have Black Swan effects on whatever they
do. What’s going to end up happening is more bubbles and more crashes.”
Paul Sullivan quotes Mark Matson
Jan. 20, 2010
The New York Times
“Market insiders weigh in” - Closing Bell
“Obviously investing in foreign countries is expensive but these markets
are great diversifiers for your portfolio.”
FOX BUSINESS
Jan. 15, 2010
“Afternoon market check” - Power Lunch
“The market can always go up…. Statistically speaking, the market
goes up two out of every three years.”
CNBC
Tyler Mathisen interviews Mark Matson
Jan. 14, 2010
“Backspin: Zack Shepard, Little Miami 1997”
“It was fun and very competitive. I really enjoyed the camaraderie and I’m still
friends today with everyone that I played with back then.”
“Athletics played a pivotal role in building the experience and character that I
have developed for my career and relationships in my life.”
“It’s neat and nerve-racking all at the same time. Being on that show is probably
the hardest thing I’ve done in my professional career.”
The Pulse~Journal
“It’s just something that you can’t describe until you do it. That camera light goes
on, and you just have a voice in your ear — no facial expressions to react to or
anything — and you just talk. It was difficult, but a lot of fun at the same time. It
was a good experience.”
“Mike thought that we’d work well together, and that’s how it started. I love it.
It’s a great experience and I even use some of the tips I’ve learned in business as a
coach, and vice versa.”
“Some of the motivational skills we’ve been taught as financial coaches, I translate to the court. There are different ways to motivate different people and it’s fun
to try and figure out what you need to do to motivate someone.”
“I enjoy coaching a ton. The time commitment is tough, but it’s completely worth
it. Coaching is a very rewarding thing to do.”
Scott Hayes quotes Zack Shepard
Jan. 11, 2010
“2010 and beyond: Moving to the next level through mentoring or coaching”
“If you need a business coach, you should hire a business coach. If you want to
sell annuities, you want to find a coach who specializes in selling annuities.”
“You don’t want a coach or a mentor who hasn’t played the game before and
won.”
The NextMove
Cheryl Munk quotes Zack Shepard
Jan. 2010
2009
“Pay down your credit card debt”
“Cut up the credit cards and stop using them. As long as you keep using
them, it’s going to make the problem worse.”
GALVESTON COUNTY
THE DAILY NEWS
“Debt causes stress and takes energy out of your life and makes you not
feel good about yourself. To get your life back on track, you’re going to
have to stop ignoring it and deal with it.”
“You need to get very clear with yourself about where you’re at,”
“Make it fun by organizing a finance-themed book or a girls’ night out at
an educational event.”
“There are long-term payoffs. Somewhere down the road, we’re going to
want to retire; you’re going to have a lot more confidence knowing
you’re doing the right things and already taking care of the future.”
Laura Elder quotes Michelle Matson
Dec. 20, 2009
“Market insiders” - Power Lunch
“Small businesses can’t make a move without being taxed.”
Sue Herera interviews Mark Matson
Dec. 14, 2009
CNBC
“Market insiders weigh in” - Power Lunch
“Rational optimism tells us that equities are a long term hold—20
years—not a short-term bet.”
Dec. 1, 2009
CNBC
“Scenario planning for your business”
“With the market crash, a lot of advisers saw their profits dry up. So they have to think
about a more sustainable model, and as part of that, they need to get their own finances
on a sounder basis, reduce debt, build up retirement funds, get a walk-away fund so you
have more flexibility.”
Practice Management
Solutions
Amy Buttell quotes Mark Matson
Nov./Dec. 2009
“We’re long term bulls here, we know that in recessionary periods if you
look throughout history the expected premium per month is about 4 1/2
percent. We’re not going to try and guess it in the short run, when we know
in the long run it’s a 100 percent gain.”
CNBC
Bill Griffeth interviews Mark Matson
Nov. 4, 2009
“How to manage portfolio risk” - Opening Bell
“It’s absolutely critical not to try and time the market.”
Alexis Glick interviews Mark Matson
Oct. 20, 2009
FOX BUSINESS
“Financial guru warns women not to count on Prince Charming.”
The Dispatch
“Women do control a lot of money, but they don't have any idea what
they are doing with it.”
Nicole Lauer quotes Michelle Matson
Oct. 14, 2009
“Bulls & bears” - Fox Business Live
“The idea that a centralized system is going to actually add competition
is crazy.”
Liz Claman and David Asman interview Mark Matson
Oct. 7, 2009
FOX BUSINESS
“OK, now concentrate...”
THE WALL STREET JOURNAL
“A focus fund is stock-picking on steroids. 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.”
Larry Light quotes Mark Matson
Oct. 5, 2009
“Rebuilding your practice”
“About the only people who haven’t been tarnished in this economy are entrepreneurs, which goes to show
that times of great chaos breed the greatest opportunity.”
Mark Matson
Oct. 1, 2009
advisor Today.com
NAIFA’s
“Gold: Not always an inflation hedge” - Opening Bell
“If you want to guard your portfolio from inflation, short-term fixed
-income does quite nicely. If you want to beat inflation, you’ve got
to go with equities long-term.”
Brian Sullivan interviews Mark Matson
Sept. 28, 2009
FOX BUSINESS
“Nobody knows the next 20 percent move in the market, we
know long term the next 100 percent is up. Anyone that tells you
they know the next 20 percent move, run don’t walk away.”
CNBC
Bill Griffeth interviews Mark Matson
Sept. 22, 2009
“Revenue vs. market cap indexing” - Power Lunch
“You have to buy microcap, you have to buy value, you have to buy emerging markets in order to end up with a portfolio that will give you a prudent
diversification.”
CNBC
Bill Griffeth interviews Zach Shepard
Sept. 4, 2009
“Go big or go home” - Fox Business Live
“The key is to develop your portfolio, forget the September effect…
don’t panic and keep a long term view.”
FOX BUSINESS
Sept. 1, 2009
“IN exclusive: 85% of advisers support Big Ben’s nomination”
InvestmentNews
“He was wrong about the Troubled Asset Relief Program. We should
not have bailed out the banks.”
Sue Asci quotes Mark Matson
Aug. 26, 2009
“Advisers dust off ‘help wanted’ signs”
“Advisers as a whole are very stingy about hiring. They're so dramatically
understaffed. Most advisers look at employees as expenses rather than investments.”
Lisa Shidler quotes Mark Matson
Aug. 16, 2009
InvestmentNews
“13 high-minimum funds with solid returns”
SmartMoney
“It does afford a little protection, but it sounds like a little bit of marketing
from the fund company. [Investors] will market time if they have hundreds of millions of dollars or if they don't have that much. Just are both
as likely to panic in a down market and sell.”
Rob Wherry quotes Mark Matson
Aug. 14, 2009
“Is now the time to invest in the market?” - Opening Bell
“You need to be in it to win it and stay diversified long-term.”
July 29, 2009
FOX BUSINESS
“Seven deadly advisor traps”
FA
Financial Advisor
“I've observed many financial professionals fall into traps during a successful
career. These traps will define your practice and, to no small extent, your future
and destiny.”
Mark Matson
July 21, 2009
“Can you time the market?”
“...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.”
Kiplinger.com
David Landis quotes Mark Matson
July 7, 2009
“Rally in emerging markets” - Opening Bell
FOX BUSINESS
“If your focused just on the U.S., your missing the boat, investing is a
global game, you need to be in 40 countries to be fully diversified.”
June 10, 2009
“Recession is over?” - CNBC Reports
“The values and character of the American people will pull us out of
this recession and will bring us on to greater days.”
Dennis Kneale interviews Mark Matson
June 25, 2009
CNBC
“DFA move may surprise some advisors”
FA
“It encroaches on the advisor's job.”
Ian Salisbury quotes Mark Matson
June 5, 2009
Financial Advisor
“Fear vs. hope on Wall Street” - CNBC Reports
“The best edge long –term against inflation is owning equities, they
kill short term income and interest rates long-term.”
CNBC
May 28, 2009
“A Lone Fund Shines at Investing in Tiny Firms”
SmartMoney
“Microcaps aren't correlated to large caps so they can reduce the volatility of the
portfolio.”
“Most investors are dramatically underweight microcaps. [Microcaps] aren't correlated [to large caps] so they can reduce the volatility of the portfolio.”
Rob Wherry quotes Mark Matson
May 22, 2009
“Investing? Think big” - Closing Bell
“Investing is a global game… we get so myopically focused on just one market
in the U.S. we missed the global context.”
FOX BUSINESS
May 19, 2009
“Riding the seesaw market” - CNBC Reports
“Stock picking and market timing is a loser’s game and long-term investing
in equities trounces gains made by fixed income investments.”
CNBC
May 13, 2009
“Matson: Business will get us out of this” - Opening Bell
“If we just leave business alone, I’m a free market capitalist, and businesses
will get us out of this.”
Apr. 10, 2009
FOX BUSINESS
“Investor profile: Mark Matson”
“In down markets, it’s even more important to be diversified.”
BUSINESS COURIER
“That is the safe, nonvolatile portion of the portfolio.”
“The urge to speculate and market-time is alive and well.”
“Investors think there’s no end, but history tells us there’s always an
end. It’s instinct to panic when things go bad.”
“The absolute best times for investors came after the absolute worst.”
Steve Watkins quotes Mark Matson
Apr. 17, 2009
“Marketing yourself”
“Advisors often look at marketing as an expense, without calling it what it really is, which is an investment.”
“How do you get a referral when you just lost forty percent of somebody’s money?”
“...point of entry events...”
“Advisors often look at marketing as an expense, without calling it what it really is, which is an investment.”
Cheryl Winokur quotes Mark Matson
April 2009
The NextMove
“Market strategy” - CNBC Reports
“The best way to diversify your portfolio in regards to risk is to be
broadly and globally diversified.”
Dennis Kneale and Melissa Lee interview Mark Matson
Apr. 8, 2009
CNBC
“Building a more successful practice”
“It is possible to not only maintain, but grow your business in this
environment.”
advisor Today.com
NAIFA’s
Maggie Leyes quotes Mark Matson
Apr. 4, 2009
“New look at annuities” - Power Lunch
“High fees and under market returns for the life of the contract are the main
disadvantages to annuities and these investment opportunities are only as
financially strong as the insurer.”
CNBC
Mar. 13, 2009
MICHELLE MATSON
Michelle Matson has worked in the investment and financial services
industry for over 20 years. As a receptionist for a successful Cincinnatibased financial adviser, at twenty-years-old surrounded by (mostly) men
more than twice her age, she had to learn fast and keep up. Michelle “grew
up” in the financial industry, learning about
investing by observation, experience, and planning educational events as
well as
attending lectures and seminars by some of the most notable academics
and experts in the financial industry.
In 1993, Michelle was presented with the opportunity to work with Mark
Matson, at his young, start-up investment advisory firm, Matrix Asset
Allocation. At the time, Matrix was a small money management company
with less than $30 million in assets under management and a handful of
financial advisers using the program.
As the company grew into the organization now known as Matson Money, Michelle had the opportunity to
experience all aspects of building and running a financial organization from investor accounts to marketing,
training, writing and developing training programs and materials. In 1998, Michelle co-authored the book
“FlashPoint: Mastering the Art of Economic Abundance,” with Mark and in 2009 authored her own book,
“Rich Chick: the 9 Must-Have Accessories Every Girl Needs to Create Financial Confidence, Independence,
and Freedom... the Smart Way.”
Matson Money has grown to over $5.5 billion* in assets under management and evolved into a multifaceted investment organization that provides investment management, training, and coaching for financial
professionals and investors alike.
Currently, Michelle is the Vice President of Marketing at Matson Money and continues to develop training
tools, educational materials and programs for investors and financial advisers.
Michelle lives in suburban Cincinnati, with her husband Matt and their three daughters.
*as of 05/27/2014
ZACK SHEPARD
Zack Shepard is the Vice President of Communications at Matson
Money, Inc., a Cincinnati-based investment adviser firm managing
over $5.5 billion* for investors nationwide. Matson Money is a multifaceted investment organization that provides a 360 degree solution for
transforming and leveraging the financial practice, including marketing,
asset management, back office solutions and more. Zack leverages his
expertise and experience in business and marketing to coach hundreds of
financial professionals across the country to implement the Free Market
Portfolio investment strategy, and in turn, help thousands of investors
nationwide to take a more prudent, long-term approach to investing and
growing their wealth. As a research contributor to the Matson Money
documentary, Navigating the Fog of Investing, Zack lent his hand to the
production and unveiling of a scathing rebuke of the financial industry
and its marketing machine. As Associate Producer of the public television
special Main Street Money, Zack helped bring the message of Nobel Prize winning academic theory to Main
Street investors.
In 2009, Matson Money launched its first live broadcast program hosted by Mark Matson, Michelle Matson,
and Zack Shepard. Matson Money Live! can be seen on Tuesdays at 3pm ET on LiveStream. On the show,
topics range from investments to politics and current events. Zack is not only the co-host of Matson Money
Live!, but also a producer for the show, generating content and stories every week to bring to the audience.
Zack is a National Media Contributor to such popular media outlets as CNBC, Bloomberg, Fox Business,
Businessweek, NY Post, Business Times, Financial Post, CFOWorld.com, The Washington Post, Drudgereport.
com, Registered Rep, RIA Central, thestreet.com and Yahoo Finance.
Zack graduated from the University of Cincinnati with a B.S. in Business in 2002, an A.S. in Marketing in
2000 and is an Accredited Investment Fiduciary (AIF) through the Center for Fiduciary Studies. He enjoys
spending time with his wife and two daughters, and participating in sports including basketball and golf.
*as of 05/27/2014
MATSON MONEY
™
S a v e T h e I n v e s t o r. S a v e T h e W o r l d . ®
www.matsonmoney.com
5955 Deerfield Blvd., Mason, Ohio 45040
513.204.8000
Media Kit_06182015

Media Kit - Matson Money

Transcription

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