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 MorePension Plans: Choosing a Lump-sum Distribution
There are numerous factors to consider before choosing a pension plan lump-sum distribution. Learn more about the benefits and risks to lump-sum distributions, and the many factors you should consider before choosing a lump-sum distribution.
Read MoreRoad to Retirement: Endowment Spending Policy & Dividend Income
In my years of working directly with clients and in teaching retirement planning to financial professionals, I’ve studied retirement income planning methodologies extensively. Thornburg Investment Management has researched an approach on how to develop an “Endowment Spending Policy” in retirement, and in this webinar, I talk with Andrew Rice, Director of Advisor Solutions at Thornburg, about their findings on how to structure your assets for a successful retirement.
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 MoreWealth Transfer with Family Holding Companies
Scott Oeth, CFP®, and Leslie Geller, JD, LLM and Sr. Wealth Strategist at Capital Group, discuss family limited partnerships, a niche, but powerful, advanced financial planning technique.
Read MoreCash Balance Pension Plans as Tax Shelters
Jason Bolstad, Plan Design Consultant with Tax Sheltered Consultants, joined me to discuss how cash balance pension plans can provide a super tax shelter and rapid wealth accumulation for certain business owners.
Read MoreTop Year-End Tax-Planning Strategies
Mark Gasner CPA, CFP®, joined our internal wealth strategy team for a fast-paced roundtable covering some of our favorite tax-planning strategies. We discussed a variety of tax moves, which may be available to enhance your financial plan and minimize “tax drag” on your assets, as well as investment-related tax strategies, filing tips, effective gifting to family and charities, and tactics for business owners and executives.
Read MoreEmployee Stock Ownership Plan (ESOP) Tax Advantages
Scott Oeth, CFP® and Steve Storkan, CFP®, Executive Director of The Employee Ownership Expansion Network discuss how Employee Stock Ownership Plans ("ESOP") can allow for a tax-advantaged transfer of ownership from a business founder to the employees. This is a valuable conversation of a niche topic that is most applicable to business owners considering exit strategies.
Read MoreDangers of Concentrated Stock Positions
Not every concentrated position needs to be sold off, but, in most cases, it is important to recognize the value of a well-rounded approach. Plus, one of the biggest concerns investors have about concentrated stock is taxes. Selling isn’t your only option. Learn more about the dangers of a concentrated stock position, and strategies to consider to help maximize your financial situation.
Read MoreTax-Advantaged Charitable Giving Strategies
Scott and Prof. Russell James, J.D., PhD, CFP®, one of the nation’s leading experts on charitable giving and philanthropy (as well as an entertaining presenter) discuss top tax-advantaged ways to help your favorite causes.
Read MoreRelocation Planning: State Tax Issues to Consider When Moving to a New State
Relocating isn't just for retirees anymore. In this webinar, a group of advanced planning experts from across the tax, legal, and wealth management spectrum join me to discuss key relocation tax planning and financial strategies and considerations.
Read MoreFinancial Market & Economic Outlook with Vanguard
Scott hosts Roz Beliveau and John Lord of Vanguard to discuss Vanguard’s investor outlook and provide a financial and economic investment update.
Read MoreEverything Looks Terrible: Will the Stock Market Recover?
Poor consumer sentiment should indicate poor stock market returns, right? Everything looks terrible, and there is great knowledge in the wisdom of crowds…or is there? Check out this quantitative data showing the value of maintaining investment discipline, not falling for the madness of crowds, and exploring potential opportunities.
Read MoreInvestment Advice from the Great Depression: Buy Low!
In 1932, at the market’s rock-bottom and from the depths of The Great Depression’s despair, Dean Witter, founder a large brokerage firm (which has since merged with Morgan Stanley), shared with his company some words of wisdom and investment advice about how to manage the worst economic time our country had ever witnessed.
Read MoreThe Bears are Back: Investing in a Bear Market
The bears are charging through Wall Street, and stocks are falling! Should we run? No, we DO NOT run from bears—in the wild or in the markets! Learn why investors who stand their ground in bear markets have historically seen success when the bulls return.
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 MoreThe Russian Bear and Your Wealth
How 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 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 MoreMarket Volatility: Courage! We've Been Here Before
In 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 MoreDoes Cryptocurrency Fit in my Financial Plan?
Cryptocurrencies, 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.
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