Scottsdale Wealth Planning

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Myth-Busting with Momentum: How to Pursue the Premium

Nearly 30 years after its formal discovery,1 the appeal of stock price momentum2 remains in the eye of the beholder. Read the latest research paper, "Myth-Busting with Momentum: How to Pursue the Premium" by Dimensional Head of Investment Strategist and Vice President Wes Crill, PhD, HERE. FOOTNOTES Narasimhan Jegadeesh and Sheridan Titman, "Returns to Buying Winners and Selling Losers: Implications for Stock Market Efficiency," Journal of Finance 48, no. 1 (1993).Stock price … [Read more...] about Myth-Busting with Momentum: How to Pursue the Premium

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10 Obstacles to Investing—and How to Overcome Them

Even though the investment principles we run on are simple, they aren't always easy to understand and accept. Many people struggle with some of the basic concepts behind long-term, highly diversified investing—it's a matter of human nature."David Booth, Executive Chairman and Founder of Dimensional Fund Advisors Read the full article by Dimensional Executive Chairman and Founder David Booth, "10 Obstacles to Investing—and How to Overcome Them" HERE. ARTICLE … [Read more...] about 10 Obstacles to Investing—and How to Overcome Them

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The Surprising Dividends of Transformed Investing

Executive Producer of the CBS comedy "United States of Al" and Dimensional consultant David Goetsch shares his thoughts on investments and investing in, "The Surprising Dividends of Transformed Investing." Uncertainty can pull you under the water, or you can choose to ride its wave. Most of us will experience both. Human beings are subject to more uncertainty than we'd like. But the sooner I accepted this truth, the sooner I found a way to hold my breath when I was underwater and smile when … [Read more...] about The Surprising Dividends of Transformed Investing

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In the News: Scottsdale Wealth Planning adds Sardali as Investment Committee Member

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 In the News: Scottsdale Wealth Planning adds Sardali as Investment Committee Member

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All-Time-High Anxiety

KEY TAKEAWAYS Financial journalists periodically stoke investors' record-high anxiety by suggesting the laws of physics apply to financial markets—that what goes up must come down.But shares are not heavy objects kept aloft through strenuous effort. They are perpetual claim tickets on companies' earnings and dividends.If stocks have a positive expected return, reaching record highs with some frequency is exactly the outcome we would expect. Read the full article by Dimensional VP … [Read more...] about All-Time-High Anxiety