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: 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: Total Return Investing Versus Income Portfolio
In this month’s edition of “Money Matters,” Scott talks about why it is important, particularly for retirees, to consider a total return investing approach, rather than only an income portfolio approach, in their financial management plan.
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: 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: Financial Independence
In this month’s edition of “Money Matters,” Scott defines financial independence and discusses steps people can take to achieve and maintain financial independence.
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: 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: 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: 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: 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 More