Money Matters: Including Small Company Stocks in Your Portfolio
In this month’s edition of “Money Matters,” Scott Oeth talks about the advantages and disadvantages of including small company stocks in your financial portfolio.
Read MoreMoney Matters: Why You Should Freeze Your Credit
In this month’s edition of “Money Matters,” Scott talks about one important and easy way to protect your financial accounts: freezing your credit. Freezing your credit with the three major credit bureaus is quick and easy. Listen to learn more about how you can freeze your credit in minutes.
Read MoreMoney Matters: Rolling Over a 401k to an IRA
In 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 MoreMoney Matters: Financial Success in a Volatile Stock Market
In this month’s edition of “Money Matters,” Scott talks about the recent volatility in the stock market and explains possible causes for the sudden market downturn, historical precedents, and financial strategies for successful long-term investors.
Read MoreMoney Matters: The Key to Positive Returns During Election Years? Stay Invested
In this month’s edition of “Money Matters,” Scott talks about how presidential election years can initially have a negative effect on the stock market, but explains how the market tends to bounce back and the importance of staying invested during an election year.
Read MoreMoney Matters: Key Estate Planning Topics for Everyone
In this month’s edition of “Money Matters,” Scott talks about the importance of estate planning for everyone and why it’s crucial to have a solid estate plan defined and in writing. Listen to learn more about these key estate planning topics that everyone should have in place early in life.
Read MoreMoney Matters: Protection Planning for Your Physical Residence
In this month’s edition of “Money Matters,” Scott talks about the the importance of protecting your home, including having adequate homeowners insurance and documenting your possessions in a video file, as well as tactics to protect your home from burglars.
Read MoreMoney Matters: International Investing
In 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 MoreMoney Matters: Is the 60/40 Investment Strategy Dead?
In this month’s edition of “Money Matters,” Scott discusses the 60/40 investment strategy, how this type of investment strategy has performed over time, and if the 60/40 investment strategy still offers a viable plan for financial investment success.
Read MoreMoney Matters: 2023 Market Recap & 2024 Financial Market Opportunities
In this month’s edition of “Money Matters,” Scott discusses the financial market performance of 2023 and looks at 2024 investment opportunities.
Read MoreMoney Matters: Year-end Portfolio Review Tips
In this month’s edition of “Money Matters,” Scott discusses making a habit of analyzing your portfolio and rebalancing it as needed to help keep investors on track to meeting their financial goals, as well as investment options to consider when rebalancing a portfolio.
Read MoreMoney Matters: Volatile Stock Market Investing
In this month’s edition of “Money Matters,” Scott discusses the volatility of the stock market, which factors are causing these stock market ups and downs, including the “September Effect,” higher interest rates, and the “Magnificent Seven” stocks, and how investors can stay disciplined in their investment strategy.
Read MoreMoney Matters: ROTH IRAs & Tax-free Wealth Strategies
In this month’s edition of “Money Matters,” Scott discusses tax-free strategies and ROTH IRAs to help maximize your financial portfolio.
Read MoreMoney Matters: Sequence of Return Risk
In this month’s edition of “Money Matters,” Scott explains sequence of return risk and why it is critical to include in your retirement financial planning process.
Read MoreMoney Matters: Healthcare Costs in Retirement
In this month’s edition of “Money Matters,” Scott talks about healthcare costs in retirement, health savings accounts (HSAs), extended care insurance, and other health-related costs that commonly occur in the golden years. He offers financial strategies designed to prepare for such costs, so your retirement savings aren’t hurt by unexpected healthcare costs.
Read MoreMoney 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.
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