Whose Advice Do We Rely On

The following commentary was forwarded to me by my friend and fellow coach, Fred Taylor:


Most of our clients have been advised regarding some recent additions to the Matson Money board of advisors. They each add a diversity of both expertise and economic and policy outlook to the board. For those who might have missed the advisories, I’m providing a brief list and biography of each added over this last year.

New Matson Money Advisors Laffer Odean DSouza Ott


Arthur B. Laffer, Ph.D.

Dr. Laffer’s economic acumen brings a distinct advantage to Matson Money, our coaches and clients with insights on the implication of economic policy on savers and investors. Frequently referred to as “The Father of Supply-Side Economics,” Dr. Laffer helps navigate the complexities of the economy, interest rates and tax efficiency as it applies to portfolio construction. Another member with a strong connection to the U. of Chicago, he had previously served as an advisor to former President Ronald Reagan.


Lyman Ott, Ph.D.

An expert in the field of statistics, Dr. Ott lends his expertise to Matson Money and investors by actively analyzing and providing third party validation for the economic and financial research upon which our portfolios are constructed. His scrutiny indicates the probability of outcomes concerning the implementation of specific investing strategies. His analysis of the existence and confirmation of “The Barbell Effect” has a significant impact on the evolution and construction of portfolios.

BTW, I might point out that I have been “wading” through his graduate school textbook on the subject: “An Introduction to Statistical Methods and Data Analysis” for the last two years. Every time I pick it up, I regret every minute of my lack of attention during statistics class in college!


Terrance Odean, Ph.D.

Terrance Odean is a leader in the field of behavioral finance, with an extensive background in research into the area of investor behavior, investor biases and habits. His research has revealed how behavior can destroy investor performance and the ability to create wealth. Dr. Odean’s expertise is essential to the creation of coaching systems and tools for prudent long-term investing.


Dinesh D’Souza

Dinesh D’Souza brings another approach to the investor coaching process with his knowledge of how wealth and abundance is created. His understanding of America’s founding principles, capitalism and their impact on prosperity help put the importance of prudently investing in perspective. Mr. D’Souza recognizes that an investor’s ability to create wealth and achieve their dreams is directly impacted by their beliefs and ideology. D’Souza’s ability to articulate the impact of those beliefs is unparalleled.


Copyright (c) 2013 Frederick C. Taylor All Rights Reserved
Permission granted to share or distribute — with attribution.


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