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 MoreIn November 1974, Jim Fullerton, chairman of The Capital Group Companies, Inc., delivered a speech to his investment firm about the market crisis they were facing: COURAGE! He reassured his audience that investors faced harsh conditions repeatedly throughout history. He then encouraged a forward-looking view because markets had always recovered from past crises. It’s a timeless speech we need to remember as we face market volatility.
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 the strong market in 2019 and how people should evaluate their portfolios as 2020 moves forward (Note: this episode aired in February 2020).
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.
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