In a letter to his private wealth management clients, Scott discusses graduation and the important financial lessons he’s learned through the years that have helped him successfully manage financial portfolios.
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 MoreIn this month’s edition of “Money Matters,” Scott talks about how planning for financial independence has evolved throughout the years and the advantages of using Monte Carlo analysis to more accurately project your financial independence.
Read MoreIn 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 MoreListen as Scott discusses the psychological components of a successful financial future and why having an optimistic mindset is an important part of your financial planning.
Read MoreListen as Scott discusses why investors should have a full understanding of their financial situation, and how they can determine if their finances are on track to achieve their financial goals.
Read MoreListen as Scott discusses time, control, and social comparison, and why your mindset about these three factors can be crucial to your financial success.
Read MoreListen as Scott discusses how Roth IRA conversions can be a successful financial strategy for some people, depending on their situation and financial goals.
Read MoreListen as Scott discusses strategies and tactics for managing your money in volatile (pandemic!) markets.
Read MoreListen as Scott discusses the strong market in 2019 and how people should evaluate their portfolios as 2020 moves forward (Note: this episode aired in February 2020).
Read MoreNot only was 2019 a great year, but the decade of the 2010s as a whole delivered powerful growth in U.S. large-company stocks without any sustained bear markets. Now what? We developed a few key strategies for your investments in 2020 and beyond!
Read MoreCorporate executives can face a lot of challenges when trying to decipher options and make decisions about their personal finances. Here are five common issues executives need to address with their personal finances—and ways to resolve those issues.
Read MoreThe ups and downs of the market are inevitable. What’s the best approach for protecting your portfolio? Learn more about how you can remain calm and confident in bear markets.
Read MoreA financial plan that includes long-term financial modeling will help you make better financial decisions, no two ways about it.
Read MoreDon't sacrifice one goal to pay for another! Scott talks with Kara McGuire of the Star Tribune about putting firewalls around financial goals to stay on track.
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