Money Matters: Financial Lessons Learned from Warren Buffett
In this month’s edition of “Money Matters,” Scott talks about the biggest financial lessons he has learned throughout the years from Warren Buffett.
Read MoreMoney Matters: Stock Market Drop Playbook
In this month’s edition of “Money Matters,” Scott talks about market volatility through the years and how to best manage your personal financial portfolio when markets seem uncertain or in bear market territory.
Read MoreLeft of Bang: Preparing Investment Portfolios for a Market Drop
“Left of bang” is a readiness mindset used by U.S. Marines to better identify, prepare for, and take proactive action against negative “bang” incidents. It is valuable to use the left of bang mindset in the investment and financial planning world. Here are some financial portfolio protection planning techniques my team uses to minimize the financial impact of life’s negative events.
Read MoreMoney Matters: Including Small Company Stocks in Your Portfolio
In this month’s edition of “Money Matters,” Scott Oeth talks about the advantages and disadvantages of including small company stocks in your financial portfolio.
Read MoreInternational Stocks and Recency Bias
International stocks have not done well recently compared with U.S. stocks. Yet, as we contemplate excluding international stocks from our portfolios, we should be aware of our tendency to commit recency errors. Learn why it’s important to recognize recency bias, and how it can have a negative effect on financial portfolios.
Read MoreMoney Matters: Why You Should Freeze Your Credit
In this month’s edition of “Money Matters,” Scott talks about one important and easy way to protect your financial accounts: freezing your credit. Freezing your credit with the three major credit bureaus is quick and easy. Listen to learn more about how you can freeze your credit in minutes.
Read MoreMoney Matters: Should I Rollover my 401k to an IRA?
In this month’s edition of “Money Matters,” Scott talks about rolling over your 401k to an IRA, factors to consider in this decision, and how this decision can have positive and negative effects on your financial future depending on your situation. Listen to learn more about rolling over a 401k to an IRA.
Read MoreBig Financial Investment Questions During an Election Year
Current economic and political conditions are prompting clients to ask two big questions in recent days: Markets are so high; aren’t we “buying at the top”? and The election is coming up, so what’s going to happen with the markets? Scott breaks down the current financial investment market during an election year.
Read MoreMoney Matters: Successfully Managing a Volatile Stock Market
In this month’s edition of “Money Matters,” Scott talks about the recent volatility in the stock market and explains possible causes for the sudden market downturn, historical precedents, and financial strategies for successful long-term investors.
Read MoreMoney Matters: The Key to Positive Returns During Election Years? Stay Invested
In this month’s edition of “Money Matters,” Scott talks about how presidential election years can initially have a negative effect on the stock market, but explains how the market tends to bounce back and the importance of staying invested during an election year.
Read MoreGraduation & Investing Through the Years
In a letter to his private wealth management clients, Scott discusses graduation and the important financial lessons he’s learned through the years that have helped him successfully manage financial portfolios.
Read MoreMoney Matters: Total Return Investing Versus Income Portfolio
In this month’s edition of “Money Matters,” Scott talks about why it is important, particularly for retirees, to consider a total return investing approach, rather than only an income portfolio approach, in their financial management plan.
Read MoreMoney Matters: Key Estate Planning Topics for Everyone
In this month’s edition of “Money Matters,” Scott talks about the importance of estate planning for everyone and why it’s crucial to have a solid estate plan defined and in writing. Listen to learn more about these key estate planning topics that everyone should have in place early in life.
Read MoreYour Growing Wealth Management Team
I’m excited to announce that Bridget Carey and Kaya Diebes have joined our team at Cahill Financial Advisors!
Read MoreMoney Matters: Protection Planning for Your Physical Residence
In this month’s edition of “Money Matters,” Scott talks about the the importance of protecting your home, including having adequate homeowners insurance and documenting your possessions in a video file, as well as tactics to protect your home from burglars.
Read MoreMoney Matters: International Investing
In this month’s edition of “Money Matters,” Scott talks about the benefits of investing in international stocks and the importance of diversifying your financial portfolio to include international stocks.
Read MoreClimbing the Wall of Worry: Q1 2024 Client Letter
Scott discusses how investors benefiting from the new stock market highs are the ones who had to once again “climb a wall of worry” and exhibit great patience and investment discipline, as well as financial portfolio allocation strategy.
Read MoreMoney Matters: Is the 60/40 Investment Strategy Dead?
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 MoreMoney Matters: 2023 Market Recap & 2024 Financial Market Opportunities
In this month’s edition of “Money Matters,” Scott discusses the financial market performance of 2023 and looks at 2024 investment opportunities.
Read MoreNew Planner Podcast: Scott Oeth & Creating a Successful RIA Model
Scott Oeth talks about his journey to becoming a financial advisor, from his early days in banking, to opening his own RIA business, and all the bear markets in between. Scott also talks about how his approach to his outdoor adventure business, Bull Moose Patrol, parallels his approach to his financial advising firm. Lastly, Scott offers tips for new advisors and financial professionals who want to transition to the RIA model.
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