Trending
Matson Money is a multi-generational registered investment advisor company founded in 1991 by Mark Matson. They transform the investing experience by helping investors discover their true purpose for money and aligning clients’ investment strategies with their values.
Josh Crawford is the youngest Matson Money executive team member, serving as the Vice President of Training and Development.
In this episode, Josh explores the intricacies of financial advising and empowerment, shedding light on Matson Money's investor strategies, and highlighting key sessions at their Advanced Advisor conference.
They also discussed:
- Matson Money's approach to transforming the investing experience through transparency and value alignment.
- Josh Crawford's insights on portfolio construction, emphasizing education and transparency for investors.
- Strategies for advisors to help clients manage economic anxiety and understand market mechanics.
- The importance of empowering investors through curiosity, independent thinking, and treating advisors as mentors.
- Key principles for stronger investing, including long-term perspective, portfolio diversification, and understanding market fundamentals.
Resources: Matson Money
Disclosures and sources: Click here to view
Related: Changing Your Mindset to Navigate Tumultuous Times with Josh Crawford