Can money actually buy happiness? Studies show that more income can be tied to more happiness if you spend money more intentionally to increase your happiness. Find out if you’re spending your money in a way that will make you happiest.
Read MoreScott 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 MoreIf you could have more time or more money, which would you choose? Did you know the desire for more time over more money is linked to greater happiness? Find out how you can buy more time and take better advantage of the time you do have.
Read MoreNot 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 MoreWhile market volatility (“seeing your team down”) is uncomfortable, historically, market downturns have been temporary. Scott talks about how markets may look bad at times, but the victories have been decisive, and the comebacks often quite dramatic, so don’t pack up and leave the game early—you’re going to want to stay to see the end!
Read MoreScott 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 MoreIn 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 MoreHow do you treat money windfalls? Large or small, money that falls into your hands can easily fall right back out again if you don’t consciously think about how you’ll use it. Whether it’s an inheritance, stimulus check, or a $20 bill you found on the ground, learn more about how you can make the most of unexpected money that finds its way into your pocket.
Read MoreThe human brain has a documented and reliable response to fear, including the release of cortisol into our bodies. Cortisol can put you in fight or flight mode—potentially wreaking havoc on your long-term investment strategy. The good news is there are things you can do to shut down the cortisol effect.
Read MoreRelocating 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 MoreIn 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 MoreWhen the Fed announces turbulence in the form of raising interest rates to curb inflation, it is not time to panic. Tighten your seatbelt, breathe deeply, and try to remember that with good planning and patient investor behavior, you will safely arrive at your destination. In the meantime, here are a few points every prudent investors should consider.
Read MoreMoney can indeed buy happiness. Understanding the physiological mechanisms that lie behind these feelings of happiness allow you to make smart lifestyle choices that could benefit your long-term investing strategies.
Read MoreScott 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)).
Read MoreIn 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 MoreScott hosts Roz Beliveau and John Lord of Vanguard to discuss Vanguard’s investor outlook and provide a financial and economic investment update.
Read MoreWhether you’re knee-deep in the college planning process or just starting to think about it, this valuable webinar with Cozy Wittman from College Inside Track provides insight into evaluating the investment return between different colleges, as well as tips for negotiating college costs and building a scholarship package designed specifically for your future college student.
Read MoreScott 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)).
Read MorePrioritizing 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.
Read MoreWhat if I told you that investing in stocks before a recession was a good idea? Learn why people who were invested before a recession and stayed invested through the recession were financially successful, and the people who waited for signs of economic improvement undoubtedly missed out on investment returns!
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