The Stock Market vs. Stocks in the Market

June 05, 2023 by Scott Oeth in Home, Stock Options & Exec Plan

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.

The Great Bank Panic of '23

March 16, 2023 by Scott Oeth in Home, Wealth Mgmt & Invmt Strat

The great bank collapse of ‘23 has generated an avalanche of analysis, forecasts, and finger-pointing, but very little on how we should react and what we should do about it. Here’s a quick recap of the financial factors that led to the bank fall (and how I worked to protect my clients from that fall), how to avoid self-sabotage during times of financial crisis, and action steps to consider to help solidify your financial portfolio.