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.

A Nobel Prize Winner!

We are happy to inform you that one of the key economic engineers behind our portfolio design has received a Nobel Prize in Economics!  Below is the official information from our portfolio manager, Matson Money.

“We here at Matson Money have been working closely with Dr. Fama for over 20 years as his market theories were instrumental in the development of our portfolios. His Efficient Market Hypothesis has been utilized by us since the inception of the firm and as proven by his well deserved Nobel Prize, still hold true today. Thank you and congratulations on this prestigious honor Dr. Fama!”


I’ve had the honor of attending several conferences where Dr. Fama has spoken about his Efficient Market Hypothesis. It’s amazing to hear him speak about the main philosophy our portfolios are built on. Congratulations Dr. Fama!


Here I am hanging around with Dr. Eugene Fama & David Booth in Chicago last year. Who knew that I would be hanging out with a Nobel Prize Winner? I am very fortunate to have been able to hear him speak in person on several occasions. Great stuff!

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.

Monthly Investor Education Class Series

3 Classes, 2 dates, In Our Office

 Rebalancing Your Portfolio!


We’re almost at the end of the 3rd quarter! What happens within the first couple of weeks immediately following the end of a quarter? The REBALANCING of our portfolios…only if it’s necessary. What’s really happening when your account is rebalanced? Does it cost you more in fees? In this class you’ll find out what’s in it for you, what’s in it for Matson Money and Schwab. You’ll also learn that not all rebalancing is the same. Many folks say they do it but few do it to the degree Matson Money does for our investors.        

This is a must see class.   

Weds., Sept. 25th @ 10:30 am


Thurs., Sept. 26th @ 2:00 pm & 6:30 pm


Call 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.

What’s Up With The U.S. Dollar?

We’ve heard for quite some time that we should fear the collapse of the dollar and high inflation. If that should happen, how do we protect our investments?

Most people say their investments are diversified. Really? How diversified are they when it comes to currency diversification among their investment portfolios? Check out this quick video to see how we address this issue.  Feel free to forward this email on to your family and friends…there’s really good chance that they’ve never heard of anything like this.

Let me know what you think.