Your Growing Wealth Management Team
I’m excited to announce that Bridget Carey and Kaya Diebes have joined our team at Cahill Financial Advisors!
Read MoreMoney Matters: International Investing
In this month’s edition of “Money Matters,” Scott talks about the benefits of investing in international stocks and the importance of diversifying your financial portfolio to include international stocks.
Read MoreClimbing the Wall of Worry: Q1 2024 Client Letter
Scott discusses how investors benefiting from the new stock market highs are the ones who had to once again “climb a wall of worry” and exhibit great patience and investment discipline, as well as financial portfolio allocation strategy.
Read MoreMoney Matters: Is the 60/40 Investment Strategy Dead?
In this month’s edition of “Money Matters,” Scott discusses the 60/40 investment strategy, how this type of investment strategy has performed over time, and if the 60/40 investment strategy still offers a viable plan for financial investment success.
Read MoreMoney Matters: 2023 Market Recap & 2024 Financial Market Opportunities
In this month’s edition of “Money Matters,” Scott discusses the financial market performance of 2023 and looks at 2024 investment opportunities.
Read MoreNew Planner Podcast: Scott Oeth & Creating a Successful RIA Model
Scott Oeth talks about his journey to becoming a financial advisor, from his early days in banking, to opening his own RIA business, and all the bear markets in between. Scott also talks about how his approach to his outdoor adventure business, Bull Moose Patrol, parallels his approach to his financial advising firm. Lastly, Scott offers tips for new advisors and financial professionals who want to transition to the RIA model.
Read MoreCharitable Remainder Trusts: Deduct, Diversify, and Distribute to Family and Cherished Causes!
Scott and Christy Boysen of Apex Legacy Consultants discuss charitable giving strategies and techniques, including charitable remainder trusts.
Read MoreMoney Matters: Year-end Portfolio Review Tips
In this month’s edition of “Money Matters,” Scott discusses making a habit of analyzing your portfolio and rebalancing it as needed to help keep investors on track to meeting their financial goals, as well as investment options to consider when rebalancing a portfolio.
Read MoreTax-Sheltered Wealth Building with Non-Qualified Deferred Compensation Plans (EDCP/NQDC)
Non-qualified deferred compensations plans (“EDCP/NQDC”) are benefits plans made available on a selective basis to certain executives and key personnel. Small business owners may also find great benefit in adopting NQDC plans. These plans can allow for tax-sheltered wealth building far in excess of standard 401k/403b plan limits, but they are not without certain drawbacks and limitations.
Read MoreMoney Matters: Volatile Stock Market Investing
In this month’s edition of “Money Matters,” Scott discusses the volatility of the stock market, which factors are causing these stock market ups and downs, including the “September Effect,” higher interest rates, and the “Magnificent Seven” stocks, and how investors can stay disciplined in their investment strategy.
Read MoreThoughts on Intelligence: Q2 2023 Client Letter
Scott discusses 2023’s upward stock market run to date, wealth planning strategies that everyone should know, and the effect of intelligence—both traditional and artificial—on financial portfolio success.
Read MoreMoney Matters: ROTH IRAs & Tax-free Wealth Strategies
In this month’s edition of “Money Matters,” Scott discusses tax-free strategies and ROTH IRAs to help maximize your financial portfolio.
Read MoreEvaluating a Volatile Market & Your Investment Portfolio
Join Scott Oeth and market strategists from Vanguard to discuss recent market volatility, the economy, and portfolio returns evaluation, as well as what’s driving markets and where potential investment opportunities lie.
Read MoreMoney Matters: Financial Independence
In this month’s edition of “Money Matters,” Scott defines financial independence and discusses steps people can take to achieve and maintain financial independence.
Read MoreTax-Advantaged College Planning with 529 Plans
529 plans have long been a favorite college planning tool, and they have become even more attractive over the past few years due to regulatory changes. Scott Oeth and his wealth strategy team offer a brief overview on financial planning for college and a focused discussion on updated strategies using 529 plans.
Read MoreMoney Matters: Sequence of Return Risk
In this month’s edition of “Money Matters,” Scott explains sequence of return risk and why it is critical to include in your retirement financial planning process.
Read MoreThe Stock Market vs. Stocks in the Market
The collapse of First Republic Bank is a harsh reminder that any stock can go to zero, no matter how established a company is, or how loyal and wealthy its customers are. The failure of what many considered to be a rock-solid regional bank should serve as powerful evidence of the importance of diversification, what I consider to be one of the first principles of investing.
Read MoreEquity Compensation & Charitable Giving with Donor Advised Funds
Executive equity compensation awards, such as stock options, restricted stock units, and directly held shares of company stock with large embedded taxable positions can be the most tax-advantageous assets to use to meet philanthropic goals. Learn more about charitable giving using executive compensation in an effort to help maximize your charitable donations.
Read MoreAlways Carry an Umbrella: Q1 2023 Client Letter
The economic and market winds may bring stormy weather in 2023, no one knows for certain what will happen in the future, and that’s why we advise to metaphorically “always carry an umbrella”—even when the market outlook is sunny. Learn more about why expecting bad weather, but knowing good weather will inevitably return, is the outlook of successful investors.
Read MoreMoney Matters: College Financial Planning Decisions
In this month’s edition of “Money Matters,” Scott talks about the college financial planning process, including deciding whether college is the right choice, setting financial boundaries for students, and 529 college savings plans.
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