Bend, not Break: 2022 Q4 Client Letter

As expected during a broad bear market, portfolio strategies everywhere bent under the strain, but of critical importance, our portfolios and financial plans did not break! Learn about the wealth strategies we used to protect financial portfolios in a bear market.

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Investment Advice from the Great Depression: Buy Low!

In 1932, at the market’s rock-bottom and from the depths of The Great Depression’s despair, Dean Witter, founder a large brokerage firm (which has since merged with Morgan Stanley), shared with his company some words of wisdom and investment advice about how to manage the worst economic time our country had ever witnessed.

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The Bears are Back: Investing in a Bear Market

The bears are charging through Wall Street, and stocks are falling! Should we run? No, we DO NOT run from bears—in the wild or in the markets! Learn why investors who stand their ground in bear markets have historically seen success when the bulls return.

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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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Crash! Advice from Uncle Lou and Sir John Templeton

On “Black Monday,” Oct 19, 1987, the Dow Jones Industrial Index crashed and lost 22.6% in ONE DAY! Louis Rukeyser, long-time “Wall Street Week” host, used his show to give investors advice about handling bear markets that still rings true today.

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Investing During a Pandemic: Use a Stockdale Mindset

POW Admiral Stockdale’s lesson of keeping faith that you will prevail in the end, while simultaneously confronting the brutal facts of your current reality, offer a valuable philosophy for our financial decision making in a time of crises.

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Money Matters: What to do When Markets are Crashing

Listen as Scott discusses how investors should manage their portfolios when the markets are crashing—whether that crash is due to a pandemic, a housing crisis, a tech bubble bursting, or another issue.

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