Looking for tips related to financial planning and investment management?

Take a look at our blog.
Why Crypto Investors Buy High and Sell Low

Why Crypto Investors Buy High and Sell Low

In this week’s video Casey examines a study of crypto investors and how they fall victim to buying high and selling low… the opposite of how you want to invest. Cryptocurrencies are a new (unregulated and super risky) area of the market, but, the same old human...

read more
Can I Owe Capital Gains Tax if I Lose Money?

Can I Owe Capital Gains Tax if I Lose Money?

In this week’s video, Casey discusses what to expect from capital gains distributions in 2022. Investors hate two things: losing money and paying taxes. And some mutual fund investors might be facing both this year. Casey speaks to the importance of owning tax...

read more
How Should I Handle Credit Card Debt?

How Should I Handle Credit Card Debt?

Credit card debt is always a topic of debate in personal finance. This post could be extremely short. How should you hand credit card debt? Easy. If you have a balance, pay it off. Done. But, as with many things in personal finance, the right answer is it depends on...

read more
The Truth About Alternative Investments

The Truth About Alternative Investments

In this week's podcast, the guys cover alternative investments and peel back the curtain on these difficult to understand investment products. When the market is volatile, like it has been in 2022, these product sales always skyrocket. And the promise of safety...

read more
The Stock Market Looks Forward

The Stock Market Looks Forward

In this week's podcast, the guys discuss the most recent examples of the stock market looking ahead of the economy. Tim, Tom, Brendan and Casey discuss how the stock market performs relative to GDP, the unemployment rate and earnings. They also debate whether or not...

read more
How Are Millionaires Feeling About Retirement?

How Are Millionaires Feeling About Retirement?

  In this week's podcast, Tom, Tim and Casey discuss the eye-popping results of a survey that asked millionaires how they are feeling about retirement. This leads the guys into a broader conversation about changing market dynamics, like fixed income products...

read more
Why Your Investment Advisor Should Be Transparent

Why Your Investment Advisor Should Be Transparent

In this week's video, Tom references a survey done by AARP that shows 45% of people would rather go to the dentist than meet with an investment advisor. People deserve complete transparency when working with an investment advisor. When folks don't understand their...

read more
3 Questions for Better Cash Flow Management

3 Questions for Better Cash Flow Management

All personal finance revolves around being able to manage your cash flow. You have to make more than you spend. Then you have to figure out the "right" things to do with that surplus. The "right" thing for you might be different than the "right" thing for someone...

read more
What to Make of the Latest Inflation Reading

What to Make of the Latest Inflation Reading

  In this week's podcast, Tom, Tim, Brendan and Casey discuss the latest inflation reading and what impact it is having on the stock market. The cost of living adjustment for Social Security was also announced yesterday. The guys break down why this year's...

read more
New Guidance on Required Minimum Distributions

New Guidance on Required Minimum Distributions

In this week's video, Casey discusses IRS guidance on required minimum distributions for inherited IRA's. He also uses this as a reminder to folks to make sure they do their RMDs before year end. Casey suggests 2 ways for retirees to handle their required minimum...

read more
Claiming Spousal Social Security Benefits

Claiming Spousal Social Security Benefits

Almost everyone knows they'll receive social security in retirement. But many people don't realize that their spouse may qualify for spousal social security benefits as well! Social security is a big piece of the retirement puzzle. When should you claim? How do you...

read more
The Best Investors Share These Traits

The Best Investors Share These Traits

The best investors throughout history have all shared some common traits. You won't be able to implement the exact strategies as Buffett or Graham. But what you can do is implement their behaviors and beliefs into your own personal investing strategy. There is a...

read more