In this month’s edition of “Money Matters,” Scott talks about why being “average” in the financial markets can be impressive, and even better in the long-term, than trying to consistently time the market or pick “winners.”
Read More“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 MoreInternational 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 MoreIn 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 MoreCurrent 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 MoreIn 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 MoreIn 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 MoreIn 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 MoreScott 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 MoreScott and Christy Boysen of Apex Legacy Consultants discuss charitable giving strategies and techniques, including charitable remainder trusts.
Read MoreIn a recent client letter, Scott explains the importance of portfolio diversification and why it’s important to resist the urge to jump on the newest and hottest company stock without first evaluating your entire financial portfolio and financial goals.
Read MoreScott discusses 2023’s upward stock market run to date, wealth planning strategies that everyone should know, and the effect of intelligence—both traditional and artificial—on financial portfolio success.
Read MoreIn this month’s edition of “Money Matters,” Scott discusses tax-free strategies and ROTH IRAs to help maximize your financial portfolio.
Read MoreJoin 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 MoreIn this month’s edition of “Money Matters,” Scott defines financial independence and discusses steps people can take to achieve and maintain financial independence.
Read More529 plans have long been a favorite college planning tool, and they have become even more attractive over the past few years due to regulatory changes. Scott Oeth and his wealth strategy team offer a brief overview on financial planning for college and a focused discussion on updated strategies using 529 plans.
Read MoreExecutive equity compensation awards, such as stock options, restricted stock units, and directly held shares of company stock with large embedded taxable positions can be the most tax-advantageous assets to use to meet philanthropic goals. Learn more about charitable giving using executive compensation in an effort to help maximize your charitable donations.
Read MoreThe economic and market winds may bring stormy weather in 2023, no one knows for certain what will happen in the future, and that’s why we advise to metaphorically “always carry an umbrella”—even when the market outlook is sunny. Learn more about why expecting bad weather, but knowing good weather will inevitably return, is the outlook of successful investors.
Read MoreIn this month’s edition of “Money Matters,” Scott talks about the college financial planning process, including deciding whether college is the right choice, setting financial boundaries for students, and 529 college savings plans.
Read MoreWhat 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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