Bend, not Break: 2022 Q4 Client Letter

February 15, 2023 by Scott Oeth in Home, Wealth Mgmt & Invmt Strat

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.

Financial Market Forecast: Roaring '20s Revisited?

May 07, 2021 by Scott Oeth in Home, Wealth Mgmt & Invmt Strat

While there are currently some strong cases for optimism and a new “Roaring Twenties,” inflation and tax increases are financial threats that need to be considered in your financial planning. Learn more about how to approach the financial future, so your portfolio successfully manages the good and the bad.