A recent call with Royce Investment Partners(1) prompted Paul Ohanian, CFP® and the Scottsdale Wealth Planning Investment Committee to explore the potential of the small-cap value sector in today's markets. These are our thoughts at this time: Small-cap value stocks have performed well since Q4 2020, and this trend could persist as the global economy reopens and recovery continues.(2)Historically, this asset class's returns have been impressive during periods of expansion when credit spreads … [Read more...] about Big Thoughts on Small Cap Value
The Very Personal Business of You
September 2020 Founder's Message, from the Desk of Paul Ohanian, CFP® When I started in the financial business more than 30 years ago, I was committed to making a real impact on people's lives. Credentialed as a CPA then, I was eager to put my skills to use. Beginning to work with my high-net worth clients, it became clear their unique and sometimes complicated circumstances required a C-level advisor; a true Chief Financial Officer for the household, who understands the overall … [Read more...] about The Very Personal Business of You
Founder’s Message
May 2020 From the Desk of Paul Ohanian, CFP® It's hard to believe that we are more than 70 days into the crisis. From my desk, in real time, I've watched how this has affected my Main Street neighbors--independently-owned, small businesses just like mine. As Old Town has pivoted to re-open, my neighbors have championed in the face of adversity. Café Forté immediately refocused on take-out service, Galleries stayed closed but found creative ways to share art online through virtual … [Read more...] about Founder’s Message
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