EDDIE BASHAHISTORYMAKER 2001 | 1937-2013 Eddie Basha was head of Arizona's only family-owned supermarket chain. A man of diverse interests and skills, he avidly collected contemporary Western American and American Indian art, sharing it in a private museum. The Basha family arrived in the Southwest when Eddie's grandparents immigrated from Lebanon to the Arizona Territory. Eddie, a strong family man, cared about children and served for decades on various boards of education in Arizona. He … [Read more...] about Chocolate Cake from Mrs. E.N. “Essie” Basha, Sr.
As Reddit users rock stock exchanges, investors may debate the resiliency of markets. Here's what we can learn about market efficiency from a new vein of investing. Read Dimensional's Marlena Lee, PhD's article, "YOLO, Meme, and EMH: What's Your Investment Style?," HERE. LEARN MORE Think Investing Is a Game? Stop. Flexibility in Practice: How We Handled GameStop The Seductive Nature of Fat Tail Distributions DISCLOSURES The information in this document is … [Read more...] about YOLO, Meme, and EMH: What’s Your Investment Style?
A recent flurry of return spikes for a handful of US stocks has captivated investors and noninvestors alike. Wall Street news trending on social media even amid an NFL playoff season is indeed an unusual event. So, what should investors make of these dramatic price movements? Read Dimensional's Wes Crill, PhD's article, "Gauging Market Expectations?," HERE. LEARN MORE Tesla's Charge Reveals Weak Points of Indexing Market Review 2020: Looking Back on an Unprecedented … [Read more...] about Gauging Market Expectations?
There's a whole world of investing opportunity out there. Have you considered the potential effects of home country bias in your portfolio? Read the full article by MarketWatch's Brett Arends, "Opinion: The No. 1 investment mistake retirement savers are making: Vanguard study," HERE. DISCLOSURES Scottsdale Wealth Planning, Inc. ("SWP") is a registered investment adviser. Advisory services are only offered to clients or prospective clients where SWP and its representatives are … [Read more...] about Opinion: The No. 1 investment mistake retirement savers are making: Vanguard study
The year 2020 proved to be one of the most tumultuous in modern history, marked by a number of developments that were historically unprecedented. But the year also demonstrated the resilience of people, institutions, and financial markets. Read Dimensional's full article, "Market Review 2020: Looking Back on an Unprecedented Year," HERE. LEARN MORE SWP's Q4 2020 Market Review Slideshow SWP's Total Year 2020 Market Review Slideshow DISCLOSURES The information in this … [Read more...] about Market Review 2020: Looking Back on an Unprecedented Year
By Paul Ohanian, CFP® In the early days of my career as an investment professional, you could walk into your local bank and buy a 9% Certificate of Deposit. Today, that income staple is extinct. What was once a fairly cyclical pattern-Interest rates go up, interest rates go down-has steadily declined to flatline. And while low borrowing costs may have been a boon to many borrowers, it has become the bane of savers and retirees. This article discusses that decline and solutions we apply to … [Read more...] about Mind the (Fixed Income) Gap