In this month’s edition of “Money Matters,” Scott discusses the 60/40 investment strategy, how this type of investment strategy has performed over time, and if the 60/40 investment strategy still offers a viable plan for financial investment success.
Read MoreIn this month’s edition of “Money Matters,” Scott discusses making a habit of analyzing your portfolio and rebalancing it as needed to help keep investors on track to meeting their financial goals, as well as investment options to consider when rebalancing a portfolio.
Read MoreIn this month’s edition of “Money Matters,” Scott discusses the volatility of the stock market, which factors are causing these stock market ups and downs, including the “September Effect,” higher interest rates, and the “Magnificent Seven” stocks, and how investors can stay disciplined in their investment strategy.
Read MoreJay Lisowski, CFA, SVP at First Eagle Investments and I discuss First Eagle’s investment approach, including their attempts to deliver diversification from the masses and protect investment value with their “margin of safety” approach. We also covered banking, interest rates, inflation, and geopolitical factors, as well as First Eagle’s unique security selection and portfolio construction techniques, including their core tenant to invest with a margin of safety.
Read MoreThe 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.
Read MoreAs 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 this month’s edition of “Money Matters,” Scott talks about anchoring, the concept of making decisions based on a previous thought or feeling that may not be relevant at the present time. Scott discusses how anchoring can have a negative effect on your finances and why investors should be aware of why they are choosing to make a certain decision.
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 market volatility, and how to invest in a challenging market that is changing course on a seemingly daily basis.
Read MoreIn this month’s edition of “Money Matters,” Scott Oeth talks about why many investors trying to outperform and beat typical market returns usually end up falling far short, and how you can avoid becoming one of those investors.
Read MoreIn this month’s edition of “Money Matters,” Scott talks about some of the best ways to manage investment risk to help your financial portfolio withstand the ups and downs of the market.
Read MoreListen as Scott discusses the financial lessons learned in 2020—the year of the pandemic and worldwide economic shutdowns—that investors can use moving forward to achieve their financial goals.
Read MoreFrom a pandemic, to financial turmoil, to an unforgettable election season, the negatives of 2020 will forever be remembered. It's important to remember the positives though--especially when it involves your finances!
Read MoreListen as Scott discusses the importance of diversifying your investment portfolio for long-term financial success.
Read MoreListen as Scott discusses why investors should have a full understanding of their financial situation, and how they can determine if their finances are on track to achieve their financial goals.
Read MoreNot only was 2019 a great year, but the decade of the 2010s as a whole delivered powerful growth in U.S. large-company stocks without any sustained bear markets. Now what? We developed a few key strategies for your investments in 2020 and beyond!
Read MoreShort-term trading and reacting to market noise—sorry, I mean “news”—is a loser’s game. Read more about why it’s important to ignore the media’s noise about investments.
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