Money Matters: Managing Your Money During a Recession
In this month’s edition of “Money Matters,” Scott talks about how to manage your money during a recession and tactics you can implement to help safeguard your finances.
Read MoreHow Thinking About Money Can Affect Your Investing Decisions
Money can indeed buy happiness. Understanding the physiological mechanisms that lie behind these feelings of happiness allow you to make smart lifestyle choices that could benefit your long-term investing strategies.
Read MoreExecutive Compensation Advanced Planning Strategies: Webinar, Part II
Scott and John Nersesian, Head of Advisor Education at PIMCO and faculty at the University of Chicago Booth School of Business, discuss advanced and detailed strategies for executives who are receiving equity-based compensation (stock options, restricted stock units (RSU), concentrated stock positions, and non-qualified deferred compensation (NQDC)).
Read MoreMoney Matters: Financial Decision-Making and the Anchoring Effect
In this month’s edition of “Money Matters,” Scott talks about anchoring, the concept of making decisions based on a previous thought or feeling that may not be relevant at the present time. Scott discusses how anchoring can have a negative effect on your finances and why investors should be aware of why they are choosing to make a certain decision.
Read MoreFinancial Market & Economic Outlook with Vanguard
Scott hosts Roz Beliveau and John Lord of Vanguard to discuss Vanguard’s investor outlook and provide a financial and economic investment update.
Read MoreExecutive Compensation Advanced Planning Strategies: Webinar, Part I
Scott Oeth and John Nersesian, Head of Advisor Education at PIMCO and faculty at the University of Chicago Booth School of Business, discuss wealth strategies for executives who are receiving equity-based compensation (stock options, restricted stock units (RSU), concentrated stock positions, non-qualified deferred compensation (NQDC)).
Read MoreMore Time or More Money? How Wealth Affects What We Value
Prioritizing a focus on money is common and so is prioritizing a focus on time; however, these two types of priorities take different forms among the working class and the elite. Learn how to recognize your priority, and how shifting your focus may shift your level of happiness.
Read MoreMoney Matters: Deciding When to Take Social Security Benefits
In this month’s edition of “Money Matters,” Scott talks about the many factors to consider when making the decision to start taking your earned social security benefits.
Read MoreMoney Matters: Monte Carlo Analysis & Financial Independence
In this month’s edition of “Money Matters,” Scott talks about how planning for financial independence has evolved throughout the years and the advantages of using Monte Carlo analysis to more accurately project your financial independence.
Read MoreEverything Looks Terrible: Will the Stock Market Recover?
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 MoreInvestment Advice from the Great Depression: Buy Low!
In 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 MoreMoney Matters: Teaching Kids About Money
In this month’s edition of “Money Matters,” Scott talks about how to teach your kids about money and finances, so they can make sound financial decisions on their own.
Read MoreThe Bears are Back: Investing in a Bear Market
The 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 MoreMoney Matters: Dollar-cost Averaging
In this month’s edition of “Money Matters,” Scott discusses dollar-cost averaging, explaining what it is, why it works, and the instances when it doesn’t work.
Read MoreMoney Matters: The Inverted Bond Yield Curve & Market Returns
In 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 MoreThe 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 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.
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