In a recent client letter, Scott explains the importance of portfolio diversification and why it’s important to resist the urge to jump on the newest and hottest company stock without first evaluating your entire financial portfolio and financial goals.
Read MoreThe collapse of First Republic Bank is a harsh reminder that any stock can go to zero, no matter how established a company is, or how loyal and wealthy its customers are. The failure of what many considered to be a rock-solid regional bank should serve as powerful evidence of the importance of diversification, what I consider to be one of the first principles of investing.
Read MoreJay Lisowski, CFA, SVP at First Eagle Investments and I discuss First Eagle’s investment approach, including their attempts to deliver diversification from the masses and protect investment value with their “margin of safety” approach. We also covered banking, interest rates, inflation, and geopolitical factors, as well as First Eagle’s unique security selection and portfolio construction techniques, including their core tenant to invest with a margin of safety.
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 MoreAs expected during a broad bear market, portfolio strategies everywhere bent under the strain, but of critical importance, our portfolios and financial plans did not break! Learn about the wealth strategies we used to protect financial portfolios in a bear market.
Read MoreIn this month’s edition of “Money Matters,” Scott talks about some of the best ways to manage investment risk to help your financial portfolio withstand the ups and downs of the market.
Read MoreListen as Scott discusses the importance of diversifying your investment portfolio for long-term financial success.
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