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
Why Investors Might Think Twice About Chasing the Biggest Stocks
As companies grow to become some of the largest firms trading on the US stock market, the returns that push them there can be impressive. But not long after joining the Top 10 largest by market cap, these stocks, on average, lagged the market. READ MORE View the PDF HERE. … [Read more...] about Why Investors Might Think Twice About Chasing the Biggest Stocks
Money Magazine: David Booth on Value Stocks’ Comeback and Why Bitcoin Isn’t a Bubble
Dimensional Founder David Booth was featured in a Money Magazine Q&A addressing topics on investors' minds now, including Value stocks and Bitcoin. Read the full article HERE. LEARN MORE Tales from the Crypto: How to Think About Bitcoin Think Investing Is a Game? Stop. Gauging Market Expectations? DISCLOSURES Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. This information is provided for … [Read more...] about Money Magazine: David Booth on Value Stocks’ Comeback and Why Bitcoin Isn’t a Bubble
Join Us for ONE YEAR INTO THE COVID MARKETS! Webcast
The State of Investing: One Year Following COVID Market Lows THURSDAY, APRIL 812 PM AZ/2 PM ET Complimentary Online Public Forum Back by popular demand, Dimensional VP and special guest of Scottsdale Wealth Planning Joel Hefner will lead us in a thoughtful discussion and examination of the State of Investing following the 12-month period since Markets hit the "COVID Low" of March 2020. Together we will take a deep dive into what happened in the Markets, how Markets function, and … [Read more...] about Join Us for ONE YEAR INTO THE COVID MARKETS! Webcast