Evaluating a Volatile Market & Your Investment Portfolio

Join Scott Oeth and market strategists from Vanguard to discuss recent market volatility, the economy, and portfolio returns evaluation, as well as what’s driving markets and where potential investment opportunities lie.

Read More

Money Matters: 2023 Financial Outlook & Stock Market Predictions

In this month’s edition of “Money Matters,” Scott discusses why investors should not rely on so-called “expert” financial forecasts from anyone. He explains some financial strategies for long-term financial planning to help individuals achieve their financial goals without depending on what might happen in the market.

Read More

Braving the 2021 Market Plunge! 2022 Q1 Client Letter

As we completed the worst calendar quarter for bonds in decades, and one that saw many of the recently hot growth and “FAANG” stocks plunge as well, we feel confident in our general portfolio positioning for these three reasons.

Read More