With recession concerns intensifying in the wake of the COVID-19 pandemic, investors may be wondering whether small cap stocks are poised to struggle. Are small companies more vulnerable now than they have been during other periods of economic distress? And what are the implications for the size premium? Read Dimensional Fund Advisor's article, "Can Small Cap Stocks Weather the Storm," HERE. The information in this document is provided in good faith without any warranty and is … [Read more...] about Can Small Cap Stocks Weather the Storm?
Nobel Laureate Robert Merton on the Financial Markets
Gerard O'Reilly and Robert C. Merton discuss the current financial markets and the role of skilled implementation during periods of extreme market volatility. Topics include the information in current derivatives prices and how a manager's trading and execution can impact portfolio value in volatile markets. … [Read more...] about Nobel Laureate Robert Merton on the Financial Markets
Founder’s Message
April 2020 From the Desk of Paul Ohanian, CFP® Arizona will prevail, we always have, and we will. Real estate is one of our strong suits, saluting top professionals, that represent our best accolades for living the exceptional Arizona lifestyle. Our home is here, our business in Scottsdale, our children raised in local schools… We developed Scottsdale Wealth Planning as a family first company. Our first priority is the families we serve. I have … [Read more...] about Founder’s Message
Long-Term Investors, Don’t Let a Recession Faze You
In the past century, there have been 15 recessions in the US. In 11 of them, stock returns were positive two years after the recession began. Read Dimensional Fund Advisor's article, "Long-Term Investors, Don't Let a Recession Faze You," HERE. … [Read more...] about Long-Term Investors, Don’t Let a Recession Faze You
Paul Ohanian, CFP® on the Scottsdale Wealth Planning Difference
Hindsight Is 20/20. Foresight Isn’t.
History shows there's no compelling or dependable way to forecast stock and bond movements. The year 2019 has been a case in point. Read Dimensional Fund Advisor's article, "Hindsight Is 20/20. Foresight Isn't.," HERE. … [Read more...] about Hindsight Is 20/20. Foresight Isn’t.