Sometimes in life it's not what you do that matters, it's what you don't do. One of the hardest things for an adviser to do is to demonstrate the value and worth they bring to their clients. Sometimes clients may ask questions like "Why am I paying fees? Can't I do this myself? What am I getting out of this relationship? Can't I just buy index funds or ETFs and do the same thing?" Ours and the adviser's job is to help identify any massive mistakes avoided and the potential opportunities enjoyed because of the adviser/client/Matson Money relationship.
Check out this critical, no-miss episode of "Matson Money Live!" that is based on the Disney smash hit song "You're Welcome" from the movie "Moana." Every adviser should see, analyze, and share this with clients as we kick off a new year!
Matson Money is an investment advisory firm managing over $6.4 billion for investors nationwide as of June 30th, 2016. We provide prudent investment solutions firmly grounded in Nobel Prize-Winning academic principles, global diversification, and life-long investing.
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Past performance is no guarantee of future results. All investing involves risks and costs and clients may experience a loss. Your advisor/coach can provide you with more information about the risks and costs associated with specific programs/investments. Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information and may not be suitable for members of the listening audience. This video is based on the views of Matson Money, Inc. Other persons may analyze investments and approach investing from a different perspective from that reflected in this video. Nothing included herein is intended to infer that the approach to investing espoused in this video will assure any particular results. Actual results of accounts/assets under Matson Money management may differ materially from results shown herein because of differences in the account inception dates, account restrictions and asset acquisition dates. Also, it is not possible for any account performance to precisely match an index since indexes are unmanaged and investors cannot invest directly in any index.