Money 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.

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Money Matters: Healthcare Costs in Retirement

In this month’s edition of “Money Matters,” Scott talks about healthcare costs in retirement, health savings accounts (HSAs), extended care insurance, and other health-related costs that commonly occur in the golden years. He offers financial strategies designed to prepare for such costs, so your retirement savings aren’t hurt by unexpected healthcare costs.

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Money Matters: Holiday Financial Planning & Gift Giving

In this month’s edition of “Money Matters,” Scott discusses keeping your finances top of mind during the holidays, so people don’t overextend themselves. He gives several examples of gift-giving ideas that won’t break the bank and will leave long-lasting memories. Scott also covers the parameters surrounding gifts of money, property, and other financial gifts.

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Money Matters: The Russian Invasion and Financial Uncertainty

In this month’s edition of “Money Matters,” Scott Oeth talks about the Russian invasion of Ukraine and how geopolitical events can affect the U.S. stock market. Scott also discusses what investors should do in times of uncertainty, such as the Russian invasion of Ukraine, to try to keep their financial investments and portfolio on track to meet their financial goals.

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Money Matters: The Endowment Effect

In this month’s edition of “Money Matters,” Scott Oeth talks about the endowment effect and why investors who become emotionally attached to their investments can suffer negative financial consequences that may have been avoidable without that emotional attachment in place.

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Money Matters: Portfolio Tax Location Optimization

In this month’s edition of “Money Matters,” Scott talks about how to save money by choosing the best types of investments, as well as understanding taxable, tax-deferred, and tax-free investment accounts based on your investment goals and timelines.

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The Road to Financial Success: The Things You Did Not Do

It is frequently the things we consciously DO NOT DO that lead to great financial success over time—particularly in bear market years. Learn more about what NOT to do to help smooth out your road to financial success.

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Investment Diversification: Age-Old Wisdom

Diversification has always been a core principle of our investment approach and 2020 is proving the soundness of this age-old concept once again. Listen to my recent radio spot to learn more about why diversification is key to long-term investment success.

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