Money Matters: Including Small Company Stocks in Your Portfolio
In this month’s edition of “Money Matters,” Scott Oeth talks about the advantages and disadvantages of including small company stocks in your financial portfolio.
Read MoreLessons from Failure: Long Term Capital Management
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 MoreEvaluating a Volatile Market & Your Investment Portfolio
Join Scott Oeth and market strategists from Vanguard to discuss recent market volatility, the economy, and portfolio returns evaluation, as well as what’s driving markets and where potential investment opportunities lie.
Read MoreThe Stock Market vs. Stocks in the Market
The 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 MoreReal Asset Investing with Cohen & Steers
What assets can we buy to hedge against rising prices? How do we add diversification in portfolios from stock and bond investments? With hybrid work and rising interest rates putting pressure on commercial real estate, what is the outlook for this asset class? How do we add quality real estate exposure?
Michelle Butler, SVP of Cohen & Steers and I discuss these timely topics.
Read MoreBraving the 2021 Market Plunge! 2022 Q1 Client Letter
As we completed the worst calendar quarter for bonds in decades, and one that saw many of the recently hot growth and “FAANG” stocks plunge as well, we feel confident in our general portfolio positioning for these three reasons.
Read MoreMoney Matters: Managing Investment Risk
In 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 MoreInvestment Diversification: Age-Old Wisdom
Diversification has always been a core principle of our investment approach and 2020 is proving the soundness of this age-old concept once again. Listen to my recent radio spot to learn more about why diversification is key to long-term investment success.
Read MoreMoney Matters: Investment Diversification
Listen as Scott discusses the importance of diversifying your investment portfolio for long-term financial success.
Read MoreMoney Matters: Portfolio Management in Bull Markets
Listen 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 MoreSeeking Value During Interesting Times
Today’s headlines are filled with unrest: impeachment, Hong Kong protests, and Brexit. At the same time, we are experiencing the strongest labor market in decades, incredibly low interest rates, and a soaring stock market. What do these interesting times mean for your financial future?
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