• Skip to main content
  • Skip to primary sidebar
  • Skip to footer
  • Home
  • Insights
  • Team
  • Portal
  • Contact

Scottsdale Wealth Planning

Insights

January 6, 2022 By Paul Ohanian

Market Review 2021: A Recovery Amid Challenges

KEY TAKEAWAYS Stock markets continued to climb higher in 2021, with the S&P 500 hitting a series of all-time closing highs and ending the year near a record. While COVID-19 continued to dominate headlines, concerns also focused on inflation and its potential impact. Investors saw volatility in areas ranging from cryptocurrencies to so-called meme stocks, highlighting the importance of long-term planning and flexibility in a fast-moving market. Read Dimensional's full article, … [Read more...] about Market Review 2021: A Recovery Amid Challenges

Filed Under: Article, Dimensional Fund Advisors, Market, Quick Read Tagged With: Dimensional, Equity Investing, Fixed Income, inflation, investment noise, Volatility

December 24, 2021 By Paul Ohanian

Why a Stock Peak Isn’t a Cliff

Many investors may think a market high is a signal stocks are overvalued or have reached a ceiling. However, they may be surprised by what the data show. Read more in Dimensional's recent article, Why a Stock Peak Isn't a Cliff." ADDITIONAL MATERIALS ONE-PAGER Why a Stock Peak Isn't a Cliff Many investors may think a market high is a signal stocks are overvalued or have reached a ceiling. However, they may be surprised by what the data show. DISCLOSURES The information … [Read more...] about Why a Stock Peak Isn’t a Cliff

Filed Under: Article, Dimensional Fund Advisors, Equity Investing, Investor Education Tagged With: DFA, Emotions, Equity Investing, Expected Returns, Market Volatility, stock market

December 21, 2021 By Paul Ohanian

PEOPLE ON THE MOVE: Sabuhi Sardali, PhD, in this week’s Phoenix Business Journal

Paul Ohanian, CFP®, founder and CEO of Scottsdale Wealth Planning, has added Sabuhi Sardali, PhD, as an external consultant for the SWP investment committee, a research and education division for the company. Read recent media coverage of Sardali's move: Phoenix Business Journal, "People on the Move" October 15, 2021 Read more about Team SWP HERE. … [Read more...] about PEOPLE ON THE MOVE: Sabuhi Sardali, PhD, in this week’s Phoenix Business Journal

Filed Under: In the News, Market Tagged With: Arizona, Community Involvement, In the News, Phoenix Business Journal, Sabuhi Sardali

December 21, 2021 By Paul Ohanian

Why I’ll Always Be Optimistic About the Market

Since the beginning of the COVID pandemic, David Booth's beliefs in markets have been tested more than ever. And they've held up. The Executive Chairman and Founder of Dimensional Fund Advisors shares his perspective in, "Why I'll Always Be Optimistic About the Market." Rather than having to guess what will happen to whom and when, I choose a different path. I invest in the market.David Booth, Executive Chairman and Founder of Dimensional Fund Advisors Read the full article from … [Read more...] about Why I’ll Always Be Optimistic About the Market

Filed Under: Article, Dimensional Fund Advisors, Investor Experience, Market, Quick Read Tagged With: david booth, Dimensional, Emotions, Expected Returns, investment principles, risk, Uncertainty, Volatility

December 14, 2021 By Paul Ohanian

Missing the Market’s Best Days

The impact of missing just a few of the market's best days can be profound, as shown by this animated look at a hypothetical investment in the stocks that make up the S&P 500 Index. LEARN MORE ONE-PAGER The Cost of Trying to Time the Market The impact of missing just a few of the market's best days can be profound, as this client-ready data visualization of a hypothetical investment in the stocks that make up the S&P 500 Index shows. … [Read more...] about Missing the Market’s Best Days

Filed Under: Dimensional Funds, Equity Investing, Investment Principles, Investor Education, Investor Experience, Market Timing, Market Volatility, Video Tagged With: Dimensional Funds, investment principles, Market Volatility, video

November 30, 2021 By Paul Ohanian

Big Thoughts on Small Cap Value

A recent call with Royce Investment Partners(1) prompted Paul Ohanian, CFP® and the Scottsdale Wealth Planning Investment Committee to explore the potential of the small-cap value sector in today's markets. These are our thoughts at this time: Small-cap value stocks have performed well since Q4 2020, and this trend could persist as the global economy reopens and recovery continues.(2)Historically, this asset class's returns have been impressive during periods of expansion when credit spreads … [Read more...] about Big Thoughts on Small Cap Value

Filed Under: Article, Equity Investing, Founder's Message, Investment Committee, Investor Education, Market, Quick Read Tagged With: Equity Investing, SCV, stock market, SWP Investment Committee

  • « Go to Previous Page
  • Go to page 1
  • Go to page 2
  • Go to page 3
  • Go to page 4
  • Go to page 5
  • Interim pages omitted …
  • Go to page 26
  • Go to Next Page »

Primary Sidebar

Schedule Online

Launch our scheduling calendar and book time with Scottsdale Wealth Planning.

Book Now

View the process

See the process we'll go through to develop a comprehensive plan tailored to your needs.

Tell Me More

Footer

Contact

7033 E. Main Street, Suite 104
Scottsdale, AZ 85251
Phone: 480-550-8555

Connect

  • Facebook
  • LinkedIn

Scottsdale Wealth Planning

Financial Planning. Investment Management. Trusted Advice.

Copyright © 2022 · Log in