Executive Compensation Advanced Planning Strategies: Webinar, Part II

Scott and John Nersesian, Head of Advisor Education at PIMCO and faculty at the University of Chicago Booth School of Business, discuss advanced and detailed strategies for executives who are receiving equity-based compensation (stock options, restricted stock units (RSU), concentrated stock positions, and non-qualified deferred compensation (NQDC)).

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Money 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.

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Executive Compensation Advanced Planning Strategies: Webinar, Part I

Scott Oeth and John Nersesian, Head of Advisor Education at PIMCO and faculty at the University of Chicago Booth School of Business, discuss wealth strategies for executives who are receiving equity-based compensation (stock options, restricted stock units (RSU), concentrated stock positions, non-qualified deferred compensation (NQDC)).

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More Time or More Money? How Wealth Affects What We Value

Prioritizing a focus on money is common and so is prioritizing a focus on time; however, these two types of priorities take different forms among the working class and the elite. Learn how to recognize your priority, and how shifting your focus may shift your level of happiness.

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Money 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.

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Everything 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.

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Investment 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.

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The 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.

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Money 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.

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Money 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.

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