Mark Matson is in the Hot Seat – Fox Business

It’s amazing how all of the sudden the media wants to talk about U.S. Small Caps and Micro Cap companies.  Do you think it has anything to do with the outstanding performance these asset classes had in 2013?  You bet!  That’s called hindsight or past performance investing…bad idea. Fortunately for our investors, we’re always invested in multiple assets classes including U.S. Small Caps and Micro Cap companies through good times and bad.  That’s how we receive market rates of returns.  No stock picking, market timing or past performance (track record) investing required.  Check out the link to Mark’s latest visit to Fox Business with Cheryl Casone.  Cheryl tries very hard to trap Mark into endorsing gambling instead of owning a diversified portfolio.

Mark’s back in the hot seat, waging the battle against stock picking. In this segment with Cheryl Casone, Mark shares how Small Cap and International stocks play a major role in creating a prudently diversified portfolio and why buying individual stocks increases an investors’ risk exposure.

Market Correction Coming Soon!

It’s bound to happen…isn’t it?  The markets are at an all time high.  How do investors protect themselves from market corrections? Remember this, markets are random and unpredictable. Be prepared for any situation. Check out this quick video to see our strategy for addressing this issue.  Let me know what you think.

Monthly Investor Education Class Series

The Investment Vortex

Getting Through the Black Hole of Investing

3 Class Times, 2 dates, In Our Office


Why have we stressed that the most critical component of the potential for success is the discipline to “stay the course”? This class illustrates the risk of changing your investment strategy frequently. Prudent investors need to understand how critical it is to reduce the risks related to changing asset categories too quickly. The large variance in potential returns created by frequent switching of funds makes long-term planning for goals, such as retirement, virtually impossible.

This is a good class to bring a guest so they too can see the true benefits of long-term investing. 

Tues., Nov. 19th @ 2:00 pm* & 6:30 pm


Weds., Nov. 20th @ 10:30 am

*Immediately following the Tues. 2:00 class we will have pizza & watch the Matson Live Show, so plan to hang around for a little while*

Call 317-888-9465

(leave a message)

or email us at: to reserve your seats

We are limited to 20 people per class so call or email soon to reserve your seat.

Mark is Back On The Air – Fox Studios

Check out Mark’s debut live from the Fox studios in NYC where he takes our message back to the media and the world! This segment covers it all… fighting for main street investors and outing the wall street bullies!

Let me know what you think.

Mark is Back On The Air @

Past performance is not indicative of future results.

Government Shutdown, Fiscal Cliff and Your Portfolio

Every Single Investor Needs to See This Video!

Are you concerned about the impending doomsday scenario and the effect it may have on your investment portfolio? Check out this video where we address that concern and cover the three simple rules of investing that are so easy, a fifth grader can understand them.

I’m actually mentioned several times in this segment of the Matson Live Show. Mark covers a lot of issues many folks are thinking right now.

Let me know what you think.