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Stock Market Pundits are Like Bad Diet Advice

Stock Market Pundits are Like Bad Diet Advice

In today's information driven world, it's crucial for stock market investors to get the right information and not get sucked into financial entertainment. The stock market pundits will always be telling you TO DO SOMETHING, even when they don't have your best interest...

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Planning Your Lifestyle in Retirement

Planning Your Lifestyle in Retirement

Your lifestyle will largely dictate the financial "success" of your retirement. Which is true before retirement as well. If you spend more than you make, you will struggle financially. In a recent blog post, I wrote about how you need to plan for what lifestyle you...

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The Dangers of Margin Investing

The Dangers of Margin Investing

  Margin investing, or taking on debt to invest, is very risky. It always seems to gain popularity during market peaks. And make matters worse on the way back down. In this week's podcast, Tom and Casey discuss some recent events in the cryptocurrency space. We...

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Your Odds of Making Money in the Stock Market

Your Odds of Making Money in the Stock Market

What are your odds of making money in the stock market? On a day-to-day basis it's basically a coin flip. But what about over a year? What about over 5 years? What about over 20 years? The longer your time horizon the more history is on your side. Tom breaks it all...

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Does the Stock Market Move Ahead of the Economy?

Does the Stock Market Move Ahead of the Economy?

  It's often said that the stock market looks forward, while economic data looks in the rearview mirror. The stock market reacts to what it thinks is going to happen. While the economic data represents what has already happened. It is not uncommon to see the stock...

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Communicating With Your Investment Advisor

Communicating With Your Investment Advisor

  In this week's podcast, Tom and Casey discuss how crucial communication is for the investment advisor-client relationship. We take a different investment approach when money is needed in the short-term vs. growing it over the long-term. Things will change over...

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How to Start Planning for Retirement

How to Start Planning for Retirement

Retirement is often thought of as one big decision. But planning for retirement is actually a series of small decisions made along the way. It usually starts out as wanting to know the answer to the BIG question of can I financially afford to retire? Or do I have to...

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What if There is No Recession?

What if There is No Recession?

  In this week's podcast, Tom and Casey discuss how the market has priced in a severe recession, and what that means moving forward. The guys review the latest charts and data points they've been paying attention to. With many of them pointing to improvements in...

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4 Things Investors Need to Know Right Now

4 Things Investors Need to Know Right Now

In this week's video, Tom discusses 4 things he wishes investors knew about navigating the market here in 2022. When investors are preparing for retirement, it's tempting to want to "turn off the risk" in their accounts. Tom explains why that's not a good idea while...

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3 Reasons Why Long-Term Investors Will Be Okay

3 Reasons Why Long-Term Investors Will Be Okay

Successful long-term investors invest through bear markets and recessions, not around them. In this week's video, Casey walks through our reasons for why we have so much conviction in long-term investing. Enduring short term market pain isn't easy. But if you can...

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What Should We Make of Conflicting Economic Data?

What Should We Make of Conflicting Economic Data?

In this week's podcast, Tom and Casey discuss how the current economic data is telling two stories. We have historically low unemployment numbers but also historically high inflation, so what does that mean for everyday investors? The guys draw on historical examples...

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Should You Downsize Your Home in Retirement?

Should You Downsize Your Home in Retirement?

Retirement is one of the biggest financial decisions you can make. It has far reaching implications across all areas of life. Another decision that often goes hand-in-hand with retirement is deciding whether or not to downsize your home. Most Americans believe that...

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What Does Quantitative Tightening Mean?

What Does Quantitative Tightening Mean?

There has been a lot of talk about the Fed's plan for quantitative tightening lately. But what exactly does that mean? And what should everyday investors expect? The Fed has been under the microscope so far in 2022 due to raising interest rates. But there is another...

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