Scottsdale Wealth Planning

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In the News: Minding the Income Gap

Extra! Extra! Read All About ... Income! Scottsdale Wealth Planning CEO Paul Ohanian, CFP®, with SWP Guest Contributor and investment strategist Anthony Tanner, CFA, discuss the challenges faced by savers in this era of low (and ever lower) interest rates and where smart solutions may be found. Pick up a copy of the July 2016 issue of the Arizona Journal of Real Estate & Business on local newsstands, or read the full article online HERE.  How do you address the INCOME GAP? Leave a … [Read more...] about In the News: Minding the Income Gap

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Ten Reasons to be Cheerful

Do you ever listen to the news and find yourself thinking that the world has gone to the dogs? The roll call of depressing headlines seems endless. But look beyond what the media calls news, and there also are a lot of things going right, including: The world's biggest economy, the US, has been recovering. Unemployment has halved in six years from 10% to 5%. (1) Over the last 25 years, 2 billion people globally have moved out of extreme poverty, according to the latest United Nations … [Read more...] about Ten Reasons to be Cheerful

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When 9% CDs Roamed the Earth

By Anthony Tanner, CFA SWP Guest Contributor My first job on "the Street" was an unpaid internship at Dean Witter Reynolds during my senior year at St. Louis University.  The year was 1983: The Dow had just crossed 1,200 points, the Prime Rate was 11.50%, and bank CD rates averaged 9%. Just let that sink in for a minute. 9% CDs! I remember it so well. It was my job to cold-call prospects for brokers with my script hawking 9% CDs: "Good evening, Mr. or Mrs. John Q. Public.  I hope … [Read more...] about When 9% CDs Roamed the Earth

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Out of the Matrix: Part 2

It's a great big world out there. At Scottsdale Wealth Planning, we build well diversified, global portfolios as the cornerstone of our long-term wealth plans. And each spring when the latest Dimensional Funds Matrix Book is released, our commitment to this approach is further confirmed. In today's video, DFA VP Joel Hefner uses Matrix Book data to illustrate the importance of global diversification and discipline by comparing the historical performance of US and emerging markets stocks over … [Read more...] about Out of the Matrix: Part 2

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Out of the Matrix: Part 1

There's an exciting buzz around the office whenever the new Dimensional Fund Matrix Books are delivered.  The books themselves are beautiful: Page after page of mesmerizing returns data, large enough to share comfortably around a conference table.   As we flip the pages, endless opportunities present themselves to discuss the benefits of global diversification and the value of balanced investment portfolios. Over the course of the next week, we'll be presenting a few of those discussions and … [Read more...] about Out of the Matrix: Part 1