SCOTT McGHIE, CFA, CPA

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Staying Long-Term Focused During Volatile Times

October 2020  By: SCOTT McGHIE, CFA, CPA
Staying Long-Term Focused During Volatile Times
Between the pandemic, political uncertainty, and civil unrest, investors have had no shortage of events to contend with during 2020. Combined with outsized stock market volatility, this year has shown no mercy in its contempt for a healthy investor psyche. Being invested in equities during these...

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Understanding the Benefits and Risks of Bonds

March 2020  By: SCOTT McGHIE, CFA, CPA
Understanding the Benefits and Risks of Bonds
Especially in times of significant stock market volatility, bonds have an important place in a balanced investment portfolio. The income that bonds generate coupled with their relatively low-price volatility can help mitigate overall portfolio risk. Unlike stocks, which provide equity interest in a...

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Ignore Elections — Focus on the Long Term

October 2019  By: SCOTT McGHIE, CFA, CPA
Ignore Elections — Focus on the Long Term
As 2019 draws to a close, we’ve started to field an increasing number of questions about the potential impact of next year’s U.S. Presidential election. Specifically, clients are concerned about the potential impact that specific candidates and the policies they’ve advocated may have on the...

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Saving for Your Child’s College Education

June 2019  By: SCOTT McGHIE, CFA, CPA
Saving for Your Child’s College Education
Benjamin Franklin once observed, “An investment in knowledge always pays the best interest.” Indeed, planning for your children to attend college is one of the most important investment decisions you’ll make in life. That plan must be developed, reviewed and adjusted many times through the years,...

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Bull Market Turns 10 — What the Past 10 Years Taught Us, We Already Knew

April 2019  By: SCOTT McGHIE, CFA, CPA
Bull Market Turns 10 — What the Past 10 Years Taught Us, We Already Knew
The stock market bottomed in March 2009 after a prolonged and deep decline from its October 2007 highs. The financial crisis wounds were deep. The global banking system was nearly torn to shreds, forcing unprecedented monetary and regulatory actions. Debt markets were frozen. A new administration...

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6 Financial Planning Needs of Wealthy Families

March 2019  By: SCOTT McGHIE, CFA, CPA
6 Financial Planning Needs of Wealthy Families
You have enough money to support an affluent lifestyle — with more than adequate savings to spare. You’re not concerned about your ability to pay for your children’s college or fund your retirement. But significant wealth comes with its own set of challenges and complexities.

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The Countdown to Retirement: 7 Smart Ways to Get Ready

October 2018  By: SCOTT McGHIE, CFA, CPA
The Countdown to Retirement: 7 Smart Ways to Get Ready
Most people become even more focused on planning and saving as they near retirement age. The most common questions we hear people ask is, “Will I have enough money?” followed closely by, “When can I retire?” But what about high earners who know they’ll have enough money for their golden years? Is...

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