Money 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.

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Money 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.

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Money 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.

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Money 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.

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Money 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.

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Money 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.

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Money 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.

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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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Money 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.

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