Scottsdale Wealth Planning

In the News

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Quarterly Market Update – Q1 2022

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. Additional Resources … [Read more...] about Quarterly Market Update – Q1 2022

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PEOPLE ON THE MOVE: Sabuhi Sardali, PhD, in this week’s Phoenix Business Journal

Paul Ohanian, CFP®, founder and CEO of Scottsdale Wealth Planning, has added Sabuhi Sardali, PhD, as an external consultant for the SWP investment committee, a research and education division for the company. Read recent media coverage of Sardali's move: Phoenix Business Journal, "People on the Move" October 15, 2021 Read more about Team SWP HERE. … [Read more...] about PEOPLE ON THE MOVE: Sabuhi Sardali, PhD, in this week’s Phoenix Business Journal

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In the News: Scottsdale Wealth Planning adds Sardali as Investment Committee Member

Paul Ohanian, CFP®, founder and CEO of Scottsdale Wealth Planning, has added Sabuhi Sardali, PhD, as an external consultant for the SWP investment committee, a research and education division for the company. Read recent media coverage of Sardali's move: Phoenix Business Journal, "People on the Move" October 15, 2021 Read more about Team SWP HERE. … [Read more...] about In the News: Scottsdale Wealth Planning adds Sardali as Investment Committee Member

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Taxing Troubles and SECURE Act Strategies

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

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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