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Kiplinger
Kiplinger
Business
H. Dennis Beaver, Esq.

How to Protect Your American Dream From Bad Financial Advice

A financial adviser works with a skeptical-looking couple.

There are not many financial advice authors who come right out and tell readers, “You have probably been fed investment propaganda that makes stockbrokers a lot of money in commissions while taking it out of your pocket.”

But that is exactly what Mark Matson does. He is the founder and CEO of Matson Money and the author of Experiencing the American Dream: How to Invest Your Time, Energy and Money to Create an Extraordinary Life. His company was one of the first registered investment advisers to reject a commissions-based model, which Matson viewed as “structurally incompatible with investors’ interests.”

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