Holding Course During Crisis

2020 is a year that will be talked about and studied for decades to come. From an economic standpoint, one of the key lessons is that investing is about numbers, but it is also fundamentally about mindset. Learn more about why it’s important to hold your financial plan course in a crisis.

Read More

Portfolios, Financial Planning, and a Pandemic

With the combined health and financial crises, these feel like uncharted waters; however, long-term bets against the markets and U.S. economy have consistently proven to be losers. Here are some key considerations for your financial planning in the current dynamic.

Read More

Money Matters: What to do When Markets are Crashing

Listen as Scott discusses how investors should manage their portfolios when the markets are crashing—whether that crash is due to a pandemic, a housing crisis, a tech bubble bursting, or another issue.

Read More