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 MoreIn 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 MoreJoin 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 MoreWhat 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 MoreBucket portfolios are aimed at providing spending resources during investors’ decumulation periods, usually in retirement. However, an even bigger advantage to bucket portfolios is their potential to be quite effective in helping investors avoid panicked selling during market downturns.
Read MoreAs 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 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 strong market in 2019 and how people should evaluate their portfolios as 2020 moves forward (Note: this episode aired in February 2020).
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