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 MoreThe great bank collapse of ‘23 has generated an avalanche of analysis, forecasts, and finger-pointing, but very little on how we should react and what we should do about it. Here’s a quick recap of the financial factors that led to the bank fall (and how I worked to protect my clients from that fall), how to avoid self-sabotage during times of financial crisis, and action steps to consider to help solidify your financial portfolio.
Read MoreIn 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 MoreFrom supply chain breakdowns and inflation preparation, to bond investment strategy and tax law changes, Scott discusses the current financial situation and how to prepare for long-term financial success.
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