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.

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The Stock Market vs. Stocks in the Market

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.

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Real Asset Investing with Cohen & Steers

What assets can we buy to hedge against rising prices? How do we add diversification in portfolios from stock and bond investments? With hybrid work and rising interest rates putting pressure on commercial real estate, what is the outlook for this asset class? How do we add quality real estate exposure?

Michelle Butler, SVP of Cohen & Steers and I discuss these timely topics.

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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.

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Money Matters: Managing Investment Risk

In 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.

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Investment Diversification: Age-Old Wisdom

Diversification has always been a core principle of our investment approach and 2020 is proving the soundness of this age-old concept once again. Listen to my recent radio spot to learn more about why diversification is key to long-term investment success.

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Seeking Value During Interesting Times

Today’s headlines are filled with unrest: impeachment, Hong Kong protests, and Brexit. At the same time, we are experiencing the strongest labor market in decades, incredibly low interest rates, and a soaring stock market. What do these interesting times mean for your financial future?

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