Scottsdale Wealth Planning

Insights

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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

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Under the Macroscope: When Stocks and the Economy Diverge

How can investors make sense of the apparent disconnect between stock market performance and economic indicators? Read Dimensional Fund Advisor's article, "Under the Macroscope: When Stocks and the Economy Diverge," HERE. The information in this document is provided in good faith without any warranty and is intended for the recipient's background information only. It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not … [Read more...] about Under the Macroscope: When Stocks and the Economy Diverge

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Riding the Liquidity Wave

Surprised by recent stock market gains? Why did stocks rise over the past month despite grim economic news? The Federal Reserve's massive liquidity injection is one reason, according to Schwab experts Liz Ann Sonders, Jeffrey Kleintop and Kathy Jones. Read Schwab's latest article, "Market Perspective: Riding the Liquidity Wave" HERE. … [Read more...] about Riding the Liquidity Wave

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Can Small Cap Stocks Weather the Storm?

With recession concerns intensifying in the wake of the COVID-19 pandemic, investors may be wondering whether small cap stocks are poised to struggle. Are small companies more vulnerable now than they have been during other periods of economic distress? And what are the implications for the size premium? Read Dimensional Fund Advisor's article, "Can Small Cap Stocks Weather the Storm," HERE. The information in this document is provided in good faith without any warranty and is … [Read more...] about Can Small Cap Stocks Weather the Storm?

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Nobel Laureate Robert Merton on the Financial Markets

Gerard O'Reilly and Robert C. Merton discuss the current financial markets and the role of skilled implementation during periods of extreme market volatility. Topics include the information in current derivatives prices and how a manager's trading and execution can impact portfolio value in volatile markets. … [Read more...] about Nobel Laureate Robert Merton on the Financial Markets