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
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
Anyone searching for investment advice is undoubtedly confronted with many choices of service providers operating under titles such as certified financial planner, financial consultant, registered investment advisor, stockbroker, and insurance agent. These titles can be confusing because on the surface it is not clear whether these professionals are legally required to have a client's best interest in mind when making investment recommendations. Many investors may have read that the … [Read more...] about What Is Fiduciary Advice?
Hot off the presses: In the May 2016 issue of Arizona Journal of Real Estate & Business, SWP CEO Paul Ohanian talks Real Estate Investment Trusts ("REITs"), interest rates and the commercial real estate market. On newstands now! Read the full article HERE. Ready to read more on REITs? Leave a comment. We love to hear from you. … [Read more...] about Hot Off the Presses: The REIT Stuff
While public attention is captured by negative headlines and volatility in the equity and commodities markets, the conversation I can't seem to get away from during client meetings involves income, or more specifically: The need to generate income (from current financial assets and in retirement); and the lack of income now provided by CDs, US Treasury Bonds and high grade municipal bonds ~ traditional mainstays of retirement portfolios. These questions are coming up with increasing … [Read more...] about Mind the (Income) Gap
By Anthony Tanner, CFA SWP Guest Contributor This most recent oil bust reflects the long run cyclical nature of commodity prices such as oil. And it is not that far removed from the last significant drop in oil prices in the late 1980's. One sign is the revival of restaurants tying the cost of executive meals to the price of a barrel of oil. In the 1980's, several Houston restaurants garnered national attention for offering executive lunches for the price of a barrel of oil that day. Back then … [Read more...] about Oil’s Cheap Lunch