By Paul Ohanian, CFP® The new Setting Every Community Up for Retirement Enhancement Act of 2019, also known as the SECURE Act, has many twists and turns… Among the major changes caused by the SECURE Act is the elimination of the Stretch IRA for non-spouse beneficiaries (which allowed non-spouse beneficiaries to take required minimum distributions over their lifetimes) and the establishment of a 10-year rule whereby non-spouse beneficiaries (with some exceptions) must withdraw their … [Read more...] about Taxing Troubles and SECURE Act Strategies
Red, White & BREW! 2021: What Happened Next
Yesterday, I had the pleasure of meeting with Shannon Clancy, Associate Executive Director of St. Vincent De Paul - Phoenix, to present a donation following our recent Red, White & Brew! event in Scottsdale. In return, I got to learn more about this impactful non-profit organization-what they do and how we can better support them and their cause-feeding, clothing, housing and healing individuals and families in our community who have nowhere else to turn for help. IN THE NEWS: Scottsdale … [Read more...] about Red, White & BREW! 2021: What Happened Next
Red, White & BREW! 2021
At-Ease Fine Men's Clothes at the Shops at Gainey was the setting for a summer kick-off VIP men's event and charity donation to St. Vincent De Paul, hosted by Scottsdale Wealth Planning. Paul Ohanian, CFP®, founder of Scottsdale Wealth Planning, has over 30 years in financial wealth management. Paul introduced a new member of his Investment Committee, Thomas Doellman, PhD, associate professor of finance at St. Louis University. Doellman will support SWP's client information and … [Read more...] about Red, White & BREW! 2021
Fixed Income FAQ: Targeting Higher Expected Returns
No one knows the direction of interest rates or credit spreads. But Dimensional uses information contained in bond market prices to position a fixed income portfolio for higher expected returns. "It's our job as portfolio managers at Dimensional to constantly move the portfolio towards higher expected returns." Featuring Dimensional Fund Advisors VPs, Doug Longo, Head of Fixed Income Portfolio Strategists, Joseph Kolerich, Head of Fixed Income, Americas, and Jake … [Read more...] about Fixed Income FAQ: Targeting Higher Expected Returns
Fixed Income FAQ: Advantages Over an Index-Tracking Fund
Indexing offers the benefits of transparency, diversification, and low costs. Dimensional offers these advantages while also positioning strategies for higher expected returns based on global yield curves and credit spreads. "If you think about Dimensional's strategies, they have those same qualities, but they also have the advantage of being able to take information and current market prices into consideration." Featuring Dimensional Fund Advisors VPs, Doug Longo, Head of Fixed … [Read more...] about Fixed Income FAQ: Advantages Over an Index-Tracking Fund
Fixed Income FAQ: On Investing Amid Negative Interest Rates
Negative interest rates may not translate into a negative return experience for investors. A fixed income strategy that considers currency hedging and different yield curves across the globe can position for positive expected returns versus a domestic-only strategy. "We've had positive total returns because when you think about the return of a bond, there's more than just the interest rate." Featuring Dimensional Fund Advisors VPs, Doug Longo, Head of Fixed Income Portfolio … [Read more...] about Fixed Income FAQ: On Investing Amid Negative Interest Rates