A Note from Paul to Clients It is my sincere pleasure to announce that Scottsdale Wealth Planning has retained Ashton Thomas Private Wealth, a registered investment advisor (RIA) firm headquartered in Scottsdale, in a subadvisor capacity to serve as your portfolio management solution. As discussed in today's email, Scottsdale Wealth Planning will continue to be your financial advisor, and I will continue to personally coordinate all your financial needs and meet with you for reviews and … [Read more...] about Introduction to Ashton Thomas
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
Meme Investing? Try Human Ingenuity Instead.
Dimensional founder David Booth discusses the market can reward us for having faith in our fellow human beings in his article, "Meme Investing? Try Human Ingenuity Instead." Read the full article HERE. When Wall Street or meme investors think they can capitalize on "mispricing," they're not betting against Wall Street so much as they are betting against human ingenuity.David Booth, Founder Dimensional Fund Advisors DISCLOSURES The information in this document is provided in good faith … [Read more...] about Meme Investing? Try Human Ingenuity Instead.
Tips for Preventing Fraud
Cybercrime and fraud are serious threats and constant vigilance is key. While my firm plays an important role in helping protect clients' assets, you can also take action to protect yourself and help secure your information. This checklist summarizes common cyber fraud tactics, along with tips and best practices. Many suggestions may be things you're doing now, while others may be new. We also cover actions to take if you suspect that your personal information has been compromised. If you have … [Read more...] about Tips for Preventing Fraud
All Eyes on the Fed? A Look at Federal Funds Rate, Bond Return, and Term Premium
KEY TAKEAWAYS The prospect of an increase in the federal funds rate has raised questions about future bond performance for some investors.Our analysis of global government bond data from 1984-2021 shows no reliable relation between past changes in the federal funds rate and either future bond excess return over cash or future term premiums.We can target higher expected returns by dynamically varying a strategy's duration decision based on current term spreads across global yield … [Read more...] about All Eyes on the Fed? A Look at Federal Funds Rate, Bond Return, and Term Premium
Navigating Geopolitical Events
Russia's invasion of Ukraine is an important reminder that geopolitical risk is a part of investing in global markets. Dimensional's systematic active approach is designed to adjust to new information in real time, including information about geopolitical events and their potential repercussions for markets. Read the full article, "Navigating Geopolitical Events," by Dimensional Funds Senior Investment Director and Vice President Karen Umland, HERE. DISCLOSURES The information … [Read more...] about Navigating Geopolitical Events