Scottsdale Wealth Planning

Paul Ohanian

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Navigating Geopolitical Events

Russia's invasion of Ukraine is an important reminder that geopolitical risk is a part of investing in global markets. Dimensional's systematic active approach is designed to adjust to new information in real time, including information about geopolitical events and their potential repercussions for markets. Read the full article, "Navigating Geopolitical Events," by Dimensional Funds Senior Investment Director and Vice President Karen Umland, HERE. DISCLOSURES The information … [Read more...] about Navigating Geopolitical Events

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10 Obstacles to Investing—and How to Overcome Them

Even though the investment principles we run on are simple, they aren't always easy to understand and accept. Many people struggle with some of the basic concepts behind long-term, highly diversified investing—it's a matter of human nature."David Booth, Executive Chairman and Founder of Dimensional Fund Advisors Read the full article by Dimensional Executive Chairman and Founder David Booth, "10 Obstacles to Investing—and How to Overcome Them" HERE. ARTICLE … [Read more...] about 10 Obstacles to Investing—and How to Overcome Them

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The Surprising Dividends of Transformed Investing

Executive Producer of the CBS comedy "United States of Al" and Dimensional consultant David Goetsch shares his thoughts on investments and investing in, "The Surprising Dividends of Transformed Investing." Uncertainty can pull you under the water, or you can choose to ride its wave. Most of us will experience both. Human beings are subject to more uncertainty than we'd like. But the sooner I accepted this truth, the sooner I found a way to hold my breath when I was underwater and smile when … [Read more...] about The Surprising Dividends of Transformed Investing

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Chocolate Cake from Mrs. E.N. “Essie” Basha, Sr.

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.

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YOLO, Meme, and EMH: What’s Your Investment Style?

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?