The American Dream Experience

If you have any questions or would like to register for this unique event please give me a call or respond directly to this email. 

With Deep Appreciation, 

Angela Ashley at (480) 805-0970

Investment Advisor Representative

Matson Money, Inc. “Matson” is a federally registered investment advisor with the Securities Exchange Commission (“SEC”) and has been in business since 1991. In Canada, Matson is registered as a portfolio manager in Ontario and British Columbia. Registration with the SEC and the Canadian securities regulatory authorities does not imply their approval or endorsement of any services provided by Matson. This presentation is based on the views of Matson. The concepts discussed herein are for educational purposes only. It includes the opinions, beliefs, or viewpoints of Matson Money and its Co-Advisors and should not be relied upon for entering into any transaction, advisory relationship, or making any investment decision. Other organizations or persons may analyze investments and the approach to investing from a different perspective than that reflected in this presentation. Nothing included herein is intended to infer that the approach to investing discussed in this presentation will assure any particular investment results. All of Matson Money’s advisory services are marketed almost exclusively by either Solicitors or Co-Advisors (“Promoters”). The term “Co-Advisor” is equivalent in meaning to the term “Promoter.” Co-Advisors are either unaffiliated separately registered investment advisors, or registered representatives and/or investment advisor representatives of unaffiliated dual registrant brokerage firms. Matson is not affiliated with the Co-Advisors or the firms with which they are associated. Each Co-Advisor enters into a contractual agreement to serve as a non-discretionary Co-Advisor with respect to clients referred by the Co-Advisor to Matson. Solicitors typically do not enter into investment management agreement with clients. Both Co-Advisors and Solicitors have similar responsibilities including promoting and referring clients, and client coaching, including maintaining suitability information, routine service issues, and relationship management. All Co-Advisors are independent contractors, not employees or agents of Matson. All investing involves risks and costs. Your advisor can provide you with more information about the risks and costs associated with specific programs. Your advisor is not affiliated with Matson Money, Inc. The information contained in this material is for educational purposes only and is not intended as investment advice. No investment strategy (including asset allocation and diversification strategies) can ensure peace of mind, guarantee profit, or protect against loss. PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS Life on Purpose is a registered trademark of Matson Money, Inc. Matson Money American Dream Experience is a registered trademark of Matson Money, Inc.

Matson Money is a registered trademark of Matson Money, Inc.
Copyright © 2024 Matson Money, Inc.
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The post The American Dream Experience appeared first on Unique Investment Advisors.

The Dismantling Myths of Investing webinar is Wednesday September 25th at 2:30pm PT/5:30pm ET Virtually via Zoom.

Did you know:

There are investing myths that have the potential to destroy your investing peace of mind?

How stock picking, market timing, and track-record investing can be destructive to you and your family’s dreams?

There’s an empirically tested investing methodology, based on academic investing principles to help eliminate speculating and gambling with your financial future?

Get answers to these questions and more at the next Investor Coaching Series webinar.

RSVP

To Yvette Miller at 480 805-0970 or to Angela Ashley at aashley@uniqueinvestmentadvisors.com

Unique Investment Advisors

This content is not to be considered investment advice and is not to be relied upon as the basis for entering into any transaction or advisory relationship or making any investment decision. 

Matson Money, Inc. “Matson” is a federally registered investment advisor with the Securities Exchange Commission (SEC) and has been in business since 1991. In Canada, Matson is registered as a portfolio manager in Ontario, Alberta, and British Columbia.  Registration with the SEC and the Canadian securities regulatory authorities does not imply their approval or endorsement of any services provided by Matson. This content is based on the views of Matson.  The concepts discussed herein are for educational purposes only. This content includes the opinions, beliefs, or viewpoints of Matson Money and its Co-Advisors and should not be relied upon for entering into any transaction, advisory relationship, or making any investment decision.  Other organizations or persons may analyze investments and the approach to investing from a different perspective than that reflected in this content.  Nothing included herein is intended to infer that the approach to investing discussed in this content will assure any particular investment result. 

All investing involves risks and costs.  These risks may not always be mitigated through long-term investing or diversification.  Your advisor can provide you with more information about the risks and costs associated with specific programs.  Your advisor is not affiliated with Matson Money, Inc. The information contained in this content is for educational purposes only and is not intended as investment advice. No investment strategy (including asset allocation and diversification strategies) can ensure peace of mind, guarantee profit, or protect against loss.   

PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS 

Copyright © 2024 Matson Money, Inc.

The post The Dismantling Myths of Investing Webinar appeared first on Unique Investment Advisors.

The Dismantling Myths of Investing is Thursday, September 5th at 6:30pm- 8pm at our office.

Did you know:

There are investing myths that have the potential to destroy your investing peace of mind?

How stock picking, market timing, and track-record investing can be destructive to you and your family’s dreams?

There’s an empirically tested investing methodology, based on academic investing principles to help eliminate speculating and gambling with your financial future?

Get answers to these questions and more at the next Investor Coaching Series;

This content is not to be considered investment advice and is not to be relied upon as the basis for entering into any transaction or advisory relationship or making any investment decision. 

Matson Money, Inc. “Matson” is a federally registered investment advisor with the Securities Exchange Commission (SEC) and has been in business since 1991. In Canada, Matson is registered as a portfolio manager in Ontario, Alberta, and British Columbia.  Registration with the SEC and the Canadian securities regulatory authorities does not imply their approval or endorsement of any services provided by Matson. This content is based on the views of Matson.  The concepts discussed herein are for educational purposes only. This content includes the opinions, beliefs, or viewpoints of Matson Money and its Co-Advisors and should not be relied upon for entering into any transaction, advisory relationship, or making any investment decision.  Other organizations or persons may analyze investments and the approach to investing from a different perspective than that reflected in this content.  Nothing included herein is intended to infer that the approach to investing discussed in this content will assure any particular investment result. 

All investing involves risks and costs.  These risks may not always be mitigated through long-term investing or diversification.  Your advisor can provide you with more information about the risks and costs associated with specific programs.  Your advisor is not affiliated with Matson Money, Inc. The information contained in this content is for educational purposes only and is not intended as investment advice. No investment strategy (including asset allocation and diversification strategies) can ensure peace of mind, guarantee profit, or protect against loss.   

PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS 

Copyright © 2024 Matson Money, Inc.

The post The Dismantling Myths of Investing Workshop appeared first on Unique Investment Advisors.

Wednesday, June 26th 6:30 – 8:00 PM

9633 S. 48th St. #130, Phoenix AZ 85044

Discovering the forces on Wall Street and Main Street that can work against you as an investor.

RSVP By Monday June 24th to Yvette Miller at (480) 805-0970

Advisory services offered through Unique Investment Advisors, LLC, an Investment Advisor in the State of Arizona and California. Insurance products and services are offered through Unique Business Planning, LLC, an affiliated company.

This content is based on the views of Matson Money, Inc.  The content is not be considered investment advice and is not be relied upon as the basis for entering into any transaction or advisory relationship or making any investment decision. The concepts discussed herein are for educational purposes only. This content includes the opinions, beliefs, or viewpoints of Matson Money and its Co-Advisors and should not be relied upon for entering into any transaction, advisory relationship, or making any investment decision.  Other financial organizations may analyze investments and take a different approach to investing than that of Matson Money. All investing involves risks and costs. No investment strategy (including asset allocation and diversification strategies) can ensure peace of mind, guarantee profit, or protect against loss.

The post Unique Investment Advisors, LLC Angela Ashley appeared first on Unique Investment Advisors.

Please let me know if you’ll be able to join us. Seats are limited so please RSVP at your earliest convenience. 
Look forward to seeing you. 

Thank you,

Angela Ashley

Unique Business Planning

The post Tax-Free Retirement Workshop appeared first on Unique Investment Advisors.

Did you know:

RSVP

To Yvette Miller at 480 805-0970 by Wednesday, March 27th.

Unique Investment Advisors

This content is not to be considered investment advice and is not to be relied upon as the basis for entering into any transaction or advisory relationship or making any investment decision. 

Matson Money, Inc. “Matson” is a federally registered investment advisor with the Securities Exchange Commission (SEC) and has been in business since 1991. In Canada, Matson is registered as a portfolio manager in Ontario, Alberta, and British Columbia.  Registration with the SEC and the Canadian securities regulatory authorities does not imply their approval or endorsement of any services provided by Matson. This content is based on the views of Matson.  The concepts discussed herein are for educational purposes only. This content includes the opinions, beliefs, or viewpoints of Matson Money and its Co-Advisors and should not be relied upon for entering into any transaction, advisory relationship, or making any investment decision.  Other organizations or persons may analyze investments and the approach to investing from a different perspective than that reflected in this content.  Nothing included herein is intended to infer that the approach to investing discussed in this content will assure any particular investment result. 

All investing involves risks and costs.  These risks may not always be mitigated through long-term investing or diversification.  Your advisor can provide you with more information about the risks and costs associated with specific programs.  Your advisor is not affiliated with Matson Money, Inc. The information contained in this content is for educational purposes only and is not intended as investment advice. No investment strategy (including asset allocation and diversification strategies) can ensure peace of mind, guarantee profit, or protect against loss.   

PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS 

Copyright © 2024 Matson Money, Inc.

The post The Dismantling Myths of Investing Webinar appeared first on Unique Investment Advisors.

Did you know:

There are investing myths that have the potential to destroy your investing peace of mind?

How stock picking, market timing, and track-record investing can be destructive to you and your family’s dreams?

There’s an empirically tested investing methodology, based on academic investing principles to help eliminate speculating and gambling with your financial future?

Get answers to these questions and more at the next Investor Coaching Series webinar;

RSVP

To Yvette Miller at 480 805-0970 by Wednesday, March 27th.

Unique Investment Advisors

This content is not to be considered investment advice and is not to be relied upon as the basis for entering into any transaction or advisory relationship or making any investment decision. 

Matson Money, Inc. “Matson” is a federally registered investment advisor with the Securities Exchange Commission (SEC) and has been in business since 1991. In Canada, Matson is registered as a portfolio manager in Ontario, Alberta, and British Columbia.  Registration with the SEC and the Canadian securities regulatory authorities does not imply their approval or endorsement of any services provided by Matson. This content is based on the views of Matson.  The concepts discussed herein are for educational purposes only. This content includes the opinions, beliefs, or viewpoints of Matson Money and its Co-Advisors and should not be relied upon for entering into any transaction, advisory relationship, or making any investment decision.  Other organizations or persons may analyze investments and the approach to investing from a different perspective than that reflected in this content.  Nothing included herein is intended to infer that the approach to investing discussed in this content will assure any particular investment result. 

All investing involves risks and costs.  These risks may not always be mitigated through long-term investing or diversification.  Your advisor can provide you with more information about the risks and costs associated with specific programs.  Your advisor is not affiliated with Matson Money, Inc. The information contained in this content is for educational purposes only and is not intended as investment advice. No investment strategy (including asset allocation and diversification strategies) can ensure peace of mind, guarantee profit, or protect against loss.   

PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS 

Copyright © 2024 Matson Money, Inc.

The post The Dismantling Myths of Investing Webinar appeared first on Unique Investment Advisors.

Discovering the forces on Wall Street and Main Street that can work against you as an investor.

RSVP By 02/23/2024 to Yvette Miller at (480) 805-0970

Advisory services offered through Unique Investment Advisors, LLC, an Investment Advisor in the State of Arizona and California. Insurance products and services are offered through Unique Business Planning, LLC, an affiliated company.

This content is based on the views of Matson Money, Inc.  The content is not be considered investment advice and is not be relied upon as the basis for entering into any transaction or advisory relationship or making any investment decision. The concepts discussed herein are for educational purposes only. This content includes the opinions, beliefs, or viewpoints of Matson Money and its Co-Advisors and should not be relied upon for entering into any transaction, advisory relationship, or making any investment decision.  Other financial organizations may analyze investments and take a different approach to investing than that of Matson Money. All investing involves risks and costs. No investment strategy (including asset allocation and diversification strategies) can ensure peace of mind, guarantee profit, or protect against loss.

The post Unique Investment Advisors, LLC Angela Ashley appeared first on Unique Investment Advisors.

Log into the webinar page now by clicking the button below. Feel free to take a look around to make this an easy and enjoyable log in experience.

How To Log In:
 
Step 1: Please click the ‘Go To My Event’ button below to access the event page. 
Step 2: You will be prompted to login by providing your first name, last name and email address. 
Step 3: After logging in, a verification code will be sent to your email. Please input that 6-digit code into the login page.Be sure to check your spam folder. The email will come from “Matson Money Events”.
Step 4: Once verified, you will enter the event page where you will find a schedule, speaker information, and join the virtual session.

Day of Event:
– Please log back into the event page.
– Click “Join Session” button to enter the Zoom (this button will go live 5 minutes before session starts). – Should you have issues logging into the webinar, please contact Concierge@MatsonMoney.com. We look forward to seeing you for The Investor Coaching Call, The Investing Vortex!

With Deep Appreciation,
Mark Matson

This content is not to be considered investment advice and is not to be relied upon as the basis for entering into any transaction or advisory relationship or making any investment decision. 

Matson Money, Inc. “Matson” is a federally registered investment advisor with the Securities Exchange Commission (SEC) and has been in business since 1991. In Canada, Matson is registered as a portfolio manager in Ontario, Alberta, and British Columbia.  Registration with the SEC and the Canadian securities regulatory authorities does not imply their approval or endorsement of any services provided by Matson. This content is based on the views of Matson.  The concepts discussed herein are for educational purposes only. This content includes the opinions, beliefs, or viewpoints of Matson Money and its Co-Advisors and should not be relied upon for entering into any transaction, advisory relationship, or making any investment decision.  Other organizations or persons may analyze investments and the approach to investing from a different perspective than that reflected in this content.  Nothing included herein is intended to infer that the approach to investing discussed in this content will assure any particular investment result. 

All investing involves risks and costs.  These risks may not always be mitigated through long-term investing or diversification.  Your advisor can provide you with more information about the risks and costs associated with specific programs.  Your advisor is not affiliated with Matson Money, Inc. The information contained in this content is for educational purposes only and is not intended as investment advice. No investment strategy (including asset allocation and diversification strategies) can ensure peace of mind, guarantee profit, or protect against loss.   

PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS 

Copyright © 2024 Matson Money, Inc.

The post The Dismantling Myths of Investing Webinar appeared first on Unique Investment Advisors.

The post The Investor Coaching Call: The Investing Vortex appeared first on Unique Investment Advisors.