Books & Links
101 Truths About Money & Investing
A 170-page book written in everyday language to highlight truths and myths about financial planning, investing and money.
By Mark Matson
The Investor Awareness Guide
A 48-page booklet explaining how to be a successful, confident investor.
By Mark Matson
Matson Money and Dimensional Fund Advisors
Summit Investor Coach, LLC places some client assets in funds managed by Matson Money, Inc. and Dimensional Fund Advisors (DFA). DFA is a new kind of investment firm. Over the years, DFA has translated financial science into real world investment solutions. Through Dimensional’s revolutionary approach, investors may seek to capture what the market offers in all its dimensions. The DFA website features videos and other content that explain the company’s research, academics and success.
Matrix and Matson Money, Inc.
Summit Investor Coach, LLC is an Associate Advisor with Matrix, a subdivision of Matson Money, Inc. All Summit Investor client plans are based on Matrix Asset Allocation, a disciplined approach to lifelong investing used by investors across the U.S. with more than $4.1 billion of assets.
Link to the Matson Money website: