The Russian Bear and Your Wealth
How badly will the Russian bear bite the markets? Scott offers a current and historical look at markets during times of war, and discusses the best approaches for a successful financial portfolio.
Read MoreFour Financial Benefits of Stocking up for an Emergency
Keeping your household stocked with essential everyday items, and doing so well ahead of an emergency or shortage, instead of following the average American’s “just in time” shopping system, can make life easier when times are tough.
Read MoreMoney Matters: The Russian Invasion and Financial Uncertainty
In this month’s edition of “Money Matters,” Scott Oeth talks about the Russian invasion of Ukraine and how geopolitical events can affect the U.S. stock market. Scott also discusses what investors should do in times of uncertainty, such as the Russian invasion of Ukraine, to try to keep their financial investments and portfolio on track to meet their financial goals.
Read MoreMoney Matters: Investing During Market Volatility
In this month’s edition of “Money Matters,” Scott Oeth talks about market volatility, and how to invest in a challenging market that is changing course on a seemingly daily basis.
Read MoreClient Updates: 7.12% Savings Bonds / Charitable Giving 2021 Deadlines
As the year comes to a close, I wanted to call your attention to a few time-sensitive year-end financial planning actions, including I Bonds and charitable giving deadlines via a donor advised fund (“DAF”), as well as scam and fraud attempts and emergency preparedness.
Read MoreMoney Matters: The Endowment Effect
In this month’s edition of “Money Matters,” Scott Oeth talks about the endowment effect and why investors who become emotionally attached to their investments can suffer negative financial consequences that may have been avoidable without that emotional attachment in place.
Read MoreMoney Matters: Mind the Gap - Avoiding Costly Human Errors in Investing
In this month’s edition of “Money Matters,” Scott Oeth talks about why many investors trying to outperform and beat typical market returns usually end up falling far short, and how you can avoid becoming one of those investors.
Read MorePlan Ahead and Prepare: Financial Success During Economic Uncertainty
From supply chain breakdowns and inflation preparation, to bond investment strategy and tax law changes, Scott discusses the current financial situation and how to prepare for long-term financial success.
Read MoreMoney Matters: How to Buy Peace of Mind and Beat Inflation With Everyday Goods
In this month’s edition of “Money Matters,” Scott Oeth talks about how to plan for emergencies—both in your pocketbook and your pantry. Learn more about how you can prepare early and help set your mind at ease if times get tough.
Read MoreMarket Volatility: Courage! We've Been Here Before
In November 1974, Jim Fullerton, chairman of The Capital Group Companies, Inc., delivered a speech to his investment firm about the market crisis they were facing: COURAGE! He reassured his audience that investors faced harsh conditions repeatedly throughout history. He then encouraged a forward-looking view because markets had always recovered from past crises. It’s a timeless speech we need to remember as we face market volatility.
Read MoreMoney Matters: How to Control Impulse Purchases
In this month’s edition of “Money Matters,” Scott talks about impulse purchases: why people succumb to impulse purchases, how to control impulse purchases, and how to avoid spending too much money on impulse purchases.
Read MoreMoney Matters: Portfolio Tax Location Optimization
In this month’s edition of “Money Matters,” Scott talks about how to save money by choosing the best types of investments, as well as understanding taxable, tax-deferred, and tax-free investment accounts based on your investment goals and timelines.
Read MoreMoney Matters: Time and Money
In this month’s edition of “Money Matters,” Scott talks about the importance of recognizing how much time in your life is spent on doing things you enjoy and how outsourcing even the smallest chore can have the biggest positive impact on your life.
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 MoreFinancial Market Forecast: Roaring '20s Revisited?
While there are currently some strong cases for optimism and a new “Roaring Twenties,” inflation and tax increases are financial threats that need to be considered in your financial planning. Learn more about how to approach the financial future, so your portfolio successfully manages the good and the bad.
Read MoreMoney Matters: Inflation Preparation
In this month’s edition of “Money Matters,” Scott talks about inflation and the best ways to be prepared for a rising cost of living.
Read MoreDoes Cryptocurrency Fit in my Financial Plan?
Cryptocurrencies, including Bitcoin, have been grabbing headlines recently with their soaring returns, but do you need cryptocurrency in your financial plan to achieve your financial goals? Learn more about investing in cryptocurrency before you use your hard-earned money to buy cryptocurrency.
Read MoreMoney Matters: Mental Traps that Cost People Money
In this month’s edition of “Money Matters,” Scott talks about "mental traps" that can cost people money or lead to poor decision making with their finances and financial goals.
Read MoreWise Use of Credit: Guest Post by A. H. Oeth
A newspaper article by my late grandfather, Arthur Herman Oeth, and published in the Dubuque, Iowa newspaper in the late 1950s holds timeless advice on debt and points to the value of passing on work ethic, financial acumen, and a desire for achievement, which can be a legacy far more valuable and durable than financial assets alone.
Read MoreMoney Matters: Should I Pay Off My Mortgage or Invest in the Market?
In this month’s edition of “Money Matters,” Scott talks about key factors to consider when deciding whether you should pay off your mortgage debt or invest money in the market.
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