The Returns Enigma

Check out this video that breaks down what returns really mean, how they are calculated, how they can be represented (and misrepresented), the lowdown on GIPS standards, how Matson Money calculates returns, and why it matters to your portfolio. Don’t miss this academically inclined and critically important video! Best regards, Mark

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Catch Up On My Latest Appearance on Fox Business

Check out my recent appearance on Fox Business with Charles Payne where I comment on the futility of market forecasts, how to stay focused on basic investing principles, and how knowable risk is already factored into market prices. Best regards, Mark

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Brexit Aftermath

Check out this powerful video about how Matson Money managed through Brexit, what specific actions we have taken as a result and what it means to your portfolio. Best regards, Mark

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InvestmentNews Exclusive: Millennials Are Uninformed When It Comes To Retirement Planning

Amanda joined Shannon Rosic to discuss why millennials struggle to save money. Amanda explained that the younger generation was never taught basic financial skills but she recommends they can start saving by putting aside money towards retirement rather than wasteful spending. Best regards, Mark

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Brexit – Should I Stay or Should I Go?

The news overnight out of Great Britain has rocked markets and has many panicking and wondering what they should do with their portfolios. If you are wondering about the impact of Great Britain’s historic vote on your portfolio, check out this video. Keep it real, Mark

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InvestmentNews Exclusive: How To Build An Optimized Portfolio

Zack and Kenny joined host Matt Ackermann to discuss how to build an optimized portfolio. Within, they explain why the key to building a portfolio comes down to science and academics. Best regards, Mark

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Does June Gloom Loom for Stocks?

Should investors be concerned with a June gloom for the stock market? Many speculators say that June is a particularly troublesome month for stocks. Are they right? Check out this appearance where I discuss this and more. Best regards, Mark

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InvestmentNews Exclusive: Why Millennials Aren’t Ready To Be Financial Advisers

Mark and Amanda joined Matt Ackermann to discuss the role of millennials in the financial services industry. Within, Mark said advisory firms need to stop categorizing people as millennials and start hiring and mentoring them. Best regards, Mark

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returnsenigma

The Returns Enigma

Check out this video that breaks down what returns really mean, how they are calculated, how they can be represented (and misrepresented), the lowdown on GIPS standards, how Matson Money calculates returns, and why it matters to your portfolio. Don’t miss this academically inclined and critically important video! Best regards, Mark

markpayne

Catch Up On My Latest Appearance on Fox Business

Check out my recent appearance on Fox Business with Charles Payne where I comment on the futility of market forecasts, how to stay focused on basic investing principles, and how knowable risk is already factored into market prices. Best regards, Mark

markclaman

Brexit on Fox Business

Check out my appearance on Closing Bell with Liz Claman where we discussed what actions Matson Money took during and after the historic Brexit vote as well as what we avoided. Best regards, Mark

brexitaftermath

Brexit Aftermath

Check out this powerful video about how Matson Money managed through Brexit, what specific actions we have taken as a result and what it means to your portfolio. Best regards, Mark

amandaIN

InvestmentNews Exclusive: Millennials Are Uninformed When It Comes To Retirement Planning

Amanda joined Shannon Rosic to discuss why millennials struggle to save money. Amanda explained that the younger generation was never taught basic financial skills but she recommends they can start saving by putting aside money towards retirement rather than wasteful spending. Best regards, Mark

brexit

Brexit – Should I Stay or Should I Go?

The news overnight out of Great Britain has rocked markets and has many panicking and wondering what they should do with their portfolios. If you are wondering about the impact of Great Britain’s historic vote on your portfolio, check out this video. Keep it real, Mark

zackkenny

InvestmentNews Exclusive: How To Build An Optimized Portfolio

Zack and Kenny joined host Matt Ackermann to discuss how to build an optimized portfolio. Within, they explain why the key to building a portfolio comes down to science and academics. Best regards, Mark

markBFN6116

Does June Gloom Loom for Stocks?

Should investors be concerned with a June gloom for the stock market? Many speculators say that June is a particularly troublesome month for stocks. Are they right? Check out this appearance where I discuss this and more. Best regards, Mark

amandamarkIN

InvestmentNews Exclusive: Why Millennials Aren’t Ready To Be Financial Advisers

Mark and Amanda joined Matt Ackermann to discuss the role of millennials in the financial services industry. Within, Mark said advisory firms need to stop categorizing people as millennials and start hiring and mentoring them. Best regards, Mark