Kendrick Mattox, Partner, Featured in Article and Podcast

Friends Talk Money PodcastWe are excited to announce that one of our Partners, Kendrick Mattox, was interviewed for a podcast that was discussed in an article on Forbes.com. Kendrick joined Pam Krueger (founder and CEO of Wealth Ramp and former co-host of PBS’s Money Track) on her podcast, “How To Do It Right”.

In this interview, Kendrick discusses one of the biggest ‘sins of investing’ – the importance of not selling a growth asset while it is temporarily down.  This is more challenging than it sounds, as it can be hard to sell stocks (or other growth assets, such as high yield bonds) as they are rising—like they have been over the last 12 to 18 months—knowing that you are giving up some potential gains, but it is an essential part of proper wealth management and can also help prevent one from panic selling in a down market.

Learn how to avoid this dangerous trap and other similar situations by reading the Mind Over Money: How To Do It Right article on Forbes® or listen to the podcast by following the link below.

To read the full article in Forbes®, click here: Mind Over Money: How To Do It Right

To listen to the podcast, please visit the following link: Friends Talk Money

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SCS Financial, Focus Partners Family Office and OCIO, is a leading wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS offers fee-only advice designed to put client interests first and help wealthy families and institutions feel secure and confident in their financial futures. Priding itself on its steadfast client-focused approach, SCS believes all clients benefit from its integrity in helping them pursue their personal objectives. SCS provides an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management and private investments, and a powerful technology platform. SCS manages over $32 billion in assets, measured as of September 30, 2024, and is a dedicated Family Office & Outsourced Chief Investment Officer (OCIO) business line of Focus Financial Partners. SCS is headquartered in Boston, and with the addition of Edge Capital, further expands its nationwide presences holding additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Providence, Tampa, and West Palm Beach.

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