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.
Read MoreIn 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.
Read MoreIn 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.
Read MoreIn this month’s edition of “Money Matters,” Scott Oeth talks about market volatility, and how to invest in a challenging market that is changing course on a seemingly daily basis.
Read MoreIt 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.
Read MoreWhen market volatility is starting to wear you out and shaking your confidence in the markets, it’s important to remember a key piece of investment advice for long-term success: Do not allow emotions to overrule facts.
Read MoreOn “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.
Read MoreWith the combined health and financial crises, these feel like uncharted waters; however, long-term bets against the markets and U.S. economy have consistently proven to be losers. Here are some key considerations for your financial planning in the current dynamic.
Read MoreListen as Scott discusses strategies and tactics for managing your money in volatile (pandemic!) markets.
Read MoreListen 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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