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Scottsdale Wealth Planning

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June 1, 2021 By Paul Ohanian

Fixed Income FAQ: On Investing Amid Negative Interest Rates

Negative interest rates may not translate into a negative return experience for investors. A fixed income strategy that considers currency hedging and different yield curves across the globe can position for positive expected returns versus a domestic-only strategy. "We've had positive total returns because when you think about the return of a bond, there's more than just the interest rate." Featuring Dimensional Fund Advisors VPs, Doug Longo, Head of Fixed Income Portfolio … [Read more...] about Fixed Income FAQ: On Investing Amid Negative Interest Rates

Filed Under: Dimensional Funds, Fixed Income, Investment Principles, Video Tagged With: Dimensional Funds, Fixed Income, video

May 11, 2021 By Paul Ohanian

Why Investors Might Think Twice About Chasing the Biggest Stocks

As companies grow to become some of the largest firms trading on the US stock market, the returns that push them there can be impressive. But not long after joining the Top 10 largest by market cap, these stocks, on average, lagged the market. READ MORE View the PDF HERE. … [Read more...] about Why Investors Might Think Twice About Chasing the Biggest Stocks

Filed Under: Dimensional Funds, Equity Investing, Investment Principles, Market, Value Premium

May 3, 2021 By Paul Ohanian

Money Magazine: David Booth on Value Stocks’ Comeback and Why Bitcoin Isn’t a Bubble

Dimensional Founder David Booth was featured in a Money Magazine Q&A addressing topics on investors' minds now, including Value stocks and Bitcoin. Read the full article HERE. LEARN MORE Tales from the Crypto: How to Think About Bitcoin Think Investing Is a Game? Stop. Gauging Market Expectations? DISCLOSURES Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. This information is provided for … [Read more...] about Money Magazine: David Booth on Value Stocks’ Comeback and Why Bitcoin Isn’t a Bubble

Filed Under: Dimensional Funds, Equity Investing, In the News, Investment Principles, Investor Education, Market, Market Timing, Market Volatility, Value of Advice, Value Premium Tagged With: Bitcoin, david booth, Dimensional Funds, Expected Returns, investing, investor behavior, stock market, value investing

March 29, 2021 By Paul Ohanian

Join Us for ONE YEAR INTO THE COVID MARKETS! Webcast

The State of Investing: One Year Following COVID Market Lows THURSDAY, APRIL 812 PM AZ/2 PM ET Complimentary Online Public Forum Back by popular demand, Dimensional VP and special guest of Scottsdale Wealth Planning Joel Hefner will lead us in a thoughtful discussion and examination of the State of Investing following the 12-month period since Markets hit the "COVID Low" of March 2020. Together we will take a deep dive into what happened in the Markets, how Markets function, and … [Read more...] about Join Us for ONE YEAR INTO THE COVID MARKETS! Webcast

Filed Under: Dimensional Funds, Equity Investing, Investment Principles, Invite, Market, Market Volatility, Value Premium, Video Tagged With: covid-19, Dimensional Funds, Equity Investing, Expected Returns, Growth, investment principles, stock market, Volatility

March 22, 2021 By Paul Ohanian

In the News: Scottsdale Wealth Planning adds Doellman as investment committee member

Paul Ohanian, CFP®, founder and CEO of Scottsdale Wealth Planning, announces the creation of a research and education division for the company and has added Thomas Doellman, PhD, as an external consultant for the new investment committee. "Thomas is associate professor of Finance at St. Louis University, and holds a PhD in finance from the University of Florida. His years of market research in retirement investing - the psychology, market analytics, behaviors of investing and awarded … [Read more...] about In the News: Scottsdale Wealth Planning adds Doellman as investment committee member

Filed Under: In the News, Market Tagged With: Arizona, Community Involvement, In the News, Thomas Doellman

March 18, 2021 By Paul Ohanian

Tales from the Crypto: How to Think About Bitcoin

Everything you don't understand about money combined with everything you don't understand about computers.HBO's Last Week Tonight with John Oliver, March 11, 2018 Bitcoin and related cryptocurrencies (now numbering in the thousands) are the subject of much debate and fascination. Given bitcoin's dramatic price changes, it is not surprising that many are speculating about its possible role in a portfolio. Read Dimensional Funds VP Weston Wellington's article, "Tales from the Crypto: How to … [Read more...] about Tales from the Crypto: How to Think About Bitcoin

Filed Under: Dimensional Funds, Investment Principles, Market, Market Volatility, Value of Advice Tagged With: Cryptocurrency, Dimensional Funds, Expected Returns, investing, investor behavior, stock market

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