Money Matters: Secure Act 2.0 & Stock Dividends
In this month’s edition of “Money Matters,” Scott discusses stock dividends and the tax implications of the recently passed Secure Act 2.0.
Read MoreMoney 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 MoreMoney Matters: Holiday Financial Planning & Gift Giving
In this month’s edition of “Money Matters,” Scott discusses keeping your finances top of mind during the holidays, so people don’t overextend themselves. He gives several examples of gift-giving ideas that won’t break the bank and will leave long-lasting memories. Scott also covers the parameters surrounding gifts of money, property, and other financial gifts.
Read MoreMoney Matters: Tales from the Cryptocurrency Crypt
In this month’s edition of “Money Matters,” Scott discusses tales from the cryptocurrency crypt. He looks at the short history of cryptocurrency, the extreme financial volatility in recent weeks, including its near-collapse, and cautions everyone to be wary of investments that come with a celebrity endorsement or the phrase, “This time it’s different.”
Read MoreMoney Matters: Managing Your Money During a Recession
In this month’s edition of “Money Matters,” Scott talks about how to manage your money during a recession and tactics you can implement to help safeguard your finances.
Read MoreMoney Matters: Financial Decision-Making and the Anchoring Effect
In this month’s edition of “Money Matters,” Scott talks about anchoring, the concept of making decisions based on a previous thought or feeling that may not be relevant at the present time. Scott discusses how anchoring can have a negative effect on your finances and why investors should be aware of why they are choosing to make a certain decision.
Read MoreMoney Matters: Deciding When to Take Social Security Benefits
In this month’s edition of “Money Matters,” Scott talks about the many factors to consider when making the decision to start taking your earned social security benefits.
Read MoreMoney Matters: Monte Carlo Analysis & Financial Independence
In this month’s edition of “Money Matters,” Scott talks about how planning for financial independence has evolved throughout the years and the advantages of using Monte Carlo analysis to more accurately project your financial independence.
Read MoreMoney Matters: Teaching Kids About Money
In this month’s edition of “Money Matters,” Scott talks about how to teach your kids about money and finances, so they can make sound financial decisions on their own.
Read MoreMoney Matters: Dollar-cost Averaging
In this month’s edition of “Money Matters,” Scott discusses dollar-cost averaging, explaining what it is, why it works, and the instances when it doesn’t work.
Read MoreMoney Matters: The Inverted Bond Yield Curve & Market Returns
In 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 MoreMoney Matters: The Russian Invasion and Financial Uncertainty
In this month’s edition of “Money Matters,” Scott Oeth talks about the Russian invasion of Ukraine and how geopolitical events can affect the U.S. stock market. Scott also discusses what investors should do in times of uncertainty, such as the Russian invasion of Ukraine, to try to keep their financial investments and portfolio on track to meet their financial goals.
Read MoreMoney Matters: Investing During Market Volatility
In this month’s edition of “Money Matters,” Scott Oeth talks about market volatility, and how to invest in a challenging market that is changing course on a seemingly daily basis.
Read MoreMoney Matters: The Endowment Effect
In this month’s edition of “Money Matters,” Scott Oeth talks about the endowment effect and why investors who become emotionally attached to their investments can suffer negative financial consequences that may have been avoidable without that emotional attachment in place.
Read MoreMoney Matters: Mind the Gap - Avoiding Costly Human Errors in Investing
In 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 MoreMoney Matters: How to Buy Peace of Mind and Beat Inflation With Everyday Goods
In this month’s edition of “Money Matters,” Scott Oeth talks about how to plan for emergencies—both in your pocketbook and your pantry. Learn more about how you can prepare early and help set your mind at ease if times get tough.
Read MoreMoney Matters: How to Control Impulse Purchases
In this month’s edition of “Money Matters,” Scott talks about impulse purchases: why people succumb to impulse purchases, how to control impulse purchases, and how to avoid spending too much money on impulse purchases.
Read MoreMoney Matters: Portfolio Tax Location Optimization
In this month’s edition of “Money Matters,” Scott talks about how to save money by choosing the best types of investments, as well as understanding taxable, tax-deferred, and tax-free investment accounts based on your investment goals and timelines.
Read MoreMoney Matters: Time and Money
In this month’s edition of “Money Matters,” Scott talks about the importance of recognizing how much time in your life is spent on doing things you enjoy and how outsourcing even the smallest chore can have the biggest positive impact on your life.
Read MoreMoney 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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