Money Matters: Roth IRA Conversions & Financial Planning
Listen as Scott discusses how Roth IRA conversions can be a successful financial strategy for some people, depending on their situation and financial goals.
Read MoreBlack Monday: Timeless Financial Advice From Louis Rukeyser and Sir John Templeton
On “Black Monday,” Oct 19, 1987, the Dow Jones Industrial Index crashed and lost 22.6% in ONE DAY! Louis Rukeyser, long-time “Wall Street Week” host, used his show to give investors advice about handling bear markets that still rings true today.
Read MorePortfolios, 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 MoreMoney Matters: Managing Money in Volatile Markets
Listen as Scott discusses strategies and tactics for managing your money in volatile (pandemic!) markets.
Read MoreInvesting During a Pandemic: Use a Stockdale Mindset
POW Admiral Stockdale’s lesson of keeping faith that you will prevail in the end, while simultaneously confronting the brutal facts of your current reality, offer a valuable philosophy for our financial decision making in a time of crises.
Read MoreDo Not Run from Bears
Bear markets, like bear encounters, can be frightening. In both instances, it’s important to remember one key survival tactic: DO NOT RUN!! Learn more about why staying in a bear market—even when you want to run—makes sense.
Read MoreMoney 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 MoreS.T.O.P.: Stop, Think, Observe, Plan
When uncertainty hits and the markets fall, remember to S.T.O.P. before making any decisions with your financial portfolio.
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 MoreHistoric Returns in 2019. Now What?
Not only was 2019 a great year, but the decade of the 2010s as a whole delivered powerful growth in U.S. large-company stocks without any sustained bear markets. Now what? We developed a few key strategies for your investments in 2020 and beyond!
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?
Read MoreCompany Stock at All-time High: What Should Executives do Now?
Your company stock has recently rocketed to an all-time high. Should you sell your company stock? How much company stock is too much to hold? What financial planning strategies should be explored? Check out key factors you should consider before selling your company stock.
Read MoreAn Engaging Retirement
There's more to retirement planning than numbers. With retirement spanning decades, it makes sense to really put some thought into what form your ideal retirement years will take. Check out these key considerations.
Read MoreIgnore Media Noise
Short-term trading and reacting to market noise—sorry, I mean “news”—is a loser’s game. Read more about why it’s important to ignore the media’s noise about investments.
Read MoreHow Safe is The "4% Safe Withdrawal Rule”?
The 4% Rule was an evolution in thinking about retirement income when it was developed, but today, it is ineffective for several reasons. Learn why the 4% Rule is not ideal, as well as investment strategies that can help maximize your retirement savings!
Read MoreThe Death of Equities: 40 Years Later
Forty years ago, on August 13, 1979, after a decade of dismal stock returns and punishing inflation with interest rates soaring, things were looking bleak. So bleak, in fact, Business Week published its famous “Death of Equities” issue. Well, it turns out Business Week blew this call.
Read MoreTheory vs. Reality: The Retirement Planning Bucket Strategy
In theory, using a bucket strategy for your retirement portfolio might seem like a complete approach to maximizing your retirement funds, but in reality, there’s a huge hole in the bucket strategy that could be draining your retirement savings.
Read MoreTop 5 Financial Planning Challenges Facing Corporate Executives
Corporate executives can face a lot of challenges when trying to decipher options and make decisions about their personal finances. Here are five common issues executives need to address with their personal finances—and ways to resolve those issues.
Read MoreStocks are Falling: Should I Sell?
The 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.
Read MorePAW vs UAW: Are you a Prodigious or Under Accumulator of Wealth?
Are you a PAW or a UAW? How can knowing the difference between the two help you better prepare for retirement or any other financial goal? Learn the answers to these questions and how understanding PAW vs. UAW can help your path to financial success!
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