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 MoreIn this month’s edition of “Money Matters,” Scott Oeth explains the frequently overlooked bond market, and explains why investors should consider the bond market’s investment opportunities.
Read MoreHow badly will the Russian bear bite the markets? Scott offers a current and historical look at markets during times of war, and discusses the best approaches for a successful financial portfolio.
Read MoreAs the year comes to a close, I wanted to call your attention to a few time-sensitive year-end financial planning actions, including I Bonds and charitable giving deadlines via a donor advised fund (“DAF”), as well as scam and fraud attempts and emergency preparedness.
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 MoreFrom supply chain breakdowns and inflation preparation, to bond investment strategy and tax law changes, Scott discusses the current financial situation and how to prepare for long-term financial success.
Read MoreIn November 1974, Jim Fullerton, chairman of The Capital Group Companies, Inc., delivered a speech to his investment firm about the market crisis they were facing: COURAGE! He reassured his audience that investors faced harsh conditions repeatedly throughout history. He then encouraged a forward-looking view because markets had always recovered from past crises. It’s a timeless speech we need to remember as we face market volatility.
Read MoreWhile 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.
Read MoreCryptocurrencies, including Bitcoin, have been grabbing headlines recently with their soaring returns, but do you need cryptocurrency in your financial plan to achieve your financial goals? Learn more about investing in cryptocurrency before you use your hard-earned money to buy cryptocurrency.
Read MoreIt’s important to take a look back on your financial path over the past decade, and it’s even more important to take a hard look at the 10-year road ahead. How would you like life to unfold? Scott discusses a key component to long-term financial success: willpower.
Read MoreIt is frequently the things we consciously DO NOT DO that lead to great financial success over time—particularly in bear market years. Learn more about what NOT to do to help smooth out your road to financial success.
Read MoreWhen market volatility is starting to wear you out and shaking your confidence in the markets, it’s important to remember a key piece of investment advice for long-term success: Do not allow emotions to overrule facts.
Read MoreGifting company stock to a charitable organization has many complex rules attached to it, but when completed properly, this gift can be of great financial benefit to both you and the charitable organization!
Read MoreAs attractive as a Roth IRA conversion may seem, there are many considerations for when to pay the tax on your tax-sheltered retirement account. The big question: When should you pay this tax? Now? Or continue deferring until later? Check out some of the factors everyone should consider before converting to a Roth IRA.
Read MoreDiversification 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.
Read More2020 is a year that will be talked about and studied for decades to come. From an economic standpoint, one of the key lessons is that investing is about numbers, but it is also fundamentally about mindset. Learn more about why it’s important to hold your financial plan course in a crisis.
Read MoreOn “Black Monday,” Oct 19, 1987, the Dow Jones Industrial Index crashed and lost 22.6% in ONE DAY! Louis Rukeyser, long-time “Wall Street Week” host, used his show to give investors advice about handling bear markets that still rings true today.
Read MoreWith the combined health and financial crises, these feel like uncharted waters; however, long-term bets against the markets and U.S. economy have consistently proven to be losers. Here are some key considerations for your financial planning in the current dynamic.
Read MorePOW Admiral Stockdale’s lesson of keeping faith that you will prevail in the end, while simultaneously confronting the brutal facts of your current reality, offer a valuable philosophy for our financial decision making in a time of crises.
Read MoreBear markets, like bear encounters, can be frightening. In both instances, it’s important to remember one key survival tactic: DO NOT RUN!! Learn more about why staying in a bear market—even when you want to run—makes sense.
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