Scott A. Bishop | Source | Partner and Managing Director at Presidio Wealth Partners

Scott A. Bishop

Partner and Managing Director at Presidio Wealth Partners and 1 other company
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Scott co-founded Presidio Wealth Partners in 2023. He has worked in the financial services industry since 1995. Throughout his career, Scott has focused on customizing the financial planning process to identify specific estate, business succession, investment and retirement strategies for individual clients and their businesses. Presidio's team utilizes a very comprehensive and customized approach that helps to ensure that our clients' planning and investment opportunities are identified and correctly focused on now and into the future.

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  • It’s not like the income tax is going away by deferring the RMDs. It just allows the tax bill to grow even bigger.

  • I suggest they perform a Portfolio Stress Test. Part of that is to see how your portfolio strategy and holdings would perform under historical volatile situations.

  • The “sweet spot” is in short-term maturities (six months to two years). That is because an investor can get paid decent interest temporarily while evaluating longer-term stock or bond opportunities.

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