When the Fed announces turbulence in the form of raising interest rates to curb inflation, it is not time to panic. Tighten your seatbelt, breathe deeply, and try to remember that with good planning and patient investor behavior, you will safely arrive at your destination. In the meantime, here are a few points every prudent investors should consider.
Read MoreScott hosts Roz Beliveau and John Lord of Vanguard to discuss Vanguard’s investor outlook and provide a financial and economic investment update.
Read MoreWhether you’re knee-deep in the college planning process or just starting to think about it, this valuable webinar with Cozy Wittman from College Inside Track provides insight into evaluating the investment return between different colleges, as well as tips for negotiating college costs and building a scholarship package designed specifically for your future college student.
Read MoreWhat if I told you that investing in stocks before a recession was a good idea? Learn why people who were invested before a recession and stayed invested through the recession were financially successful, and the people who waited for signs of economic improvement undoubtedly missed out on investment returns!
Read MorePoor 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 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 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 MoreAs 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 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 MoreFrom 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 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 MoreWhile 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 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 MoreIt is frequently the things we consciously DO NOT DO that lead to great financial success over time—particularly in bear market years. Learn more about what NOT to do to help smooth out your road to financial success.
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!
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