Poor consumer sentiment should indicate poor stock market returns, right? Everything looks terrible, and there is great knowledge in the wisdom of crowds…or is there? Check out this quantitative data showing the value of maintaining investment discipline, not falling for the madness of crowds, and exploring potential opportunities.
Read MoreIn 1932, at the market’s rock-bottom and from the depths of The Great Depression’s despair, Dean Witter, founder a large brokerage firm (which has since merged with Morgan Stanley), shared with his company some words of wisdom and investment advice about how to manage the worst economic time our country had ever witnessed.
Read MoreThe bears are charging through Wall Street, and stocks are falling! Should we run? No, we DO NOT run from bears—in the wild or in the markets! Learn why investors who stand their ground in bear markets have historically seen success when the bulls return.
Read MoreIn this month’s edition of “Money Matters,” Scott Oeth explains the frequently overlooked bond market, and explains why investors should consider the bond market’s investment opportunities.
Read MoreHow 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 MoreIn 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 MoreIn 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 MoreCryptocurrencies, 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 MoreIt’s important to take a look back on your financial path over the past decade, and it’s even more important to take a hard look at the 10-year road ahead. How would you like life to unfold? Scott discusses a key component to long-term financial success: willpower.
Read MoreWhen market volatility is starting to wear you out and shaking your confidence in the markets, it’s important to remember a key piece of investment advice for long-term success: Do not allow emotions to overrule facts.
Read MoreGifting company stock to a charitable organization has many complex rules attached to it, but when completed properly, this gift can be of great financial benefit to both you and the charitable organization!
Read MoreAs attractive as a Roth IRA conversion may seem, there are many considerations for when to pay the tax on your tax-sheltered retirement account. The big question: When should you pay this tax? Now? Or continue deferring until later? Check out some of the factors everyone should consider before converting to a Roth IRA.
Read MoreDiversification 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 MoreOn “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 MorePOW 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 MoreBear 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 MoreToday’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 MoreForty 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 MoreIn 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 MoreAre 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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