Listen as Scott discusses the recent changes to retirement plan distributions and key factors to consider when thinking about retirement plan distributions, as well as strategies to minimize the taxes owed on those distributions.
Read MoreFrom a pandemic, to financial turmoil, to an unforgettable election season, the negatives of 2020 will forever be remembered. It's important to remember the positives though--especially when it involves your finances!
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 MoreListen as Scott discusses the psychological components of a successful financial future and why having an optimistic mindset is an important part of your financial planning.
Read MoreListen as Scott discusses the importance of diversifying your investment portfolio for long-term financial success.
Read MoreListen as Scott discusses why investors should have a full understanding of their financial situation, and how they can determine if their finances are on track to achieve their financial goals.
Read MoreListen as Scott discusses the importance of understanding life insurance, including the difference between types of policies, how much your policy should be worth, and how life insurance policies can help you achieve your financial goals for your beneficiaries.
Read MoreListen as Scott discusses time, control, and social comparison, and why your mindset about these three factors can be crucial to your financial success.
Read MoreListen as Scott discusses how Roth IRA conversions can be a successful financial strategy for some people, depending on their situation and financial goals.
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 MoreListen as Scott discusses strategies and tactics for managing your money in volatile (pandemic!) markets.
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 MoreListen 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 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).
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 MoreYour 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 MoreThere'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 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.
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