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How Does the Housing Market Impact Inflation?

How Does the Housing Market Impact Inflation?

Inflation has been one of the hottest topics of 2022 so far. Everyone wants to know when is it going to be controlled? In this week's video, Tom discusses the latest update on a key component of inflation... the housing market. Tune in to hear the latest and find out...

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Why Everyone Needs an Inheritance Strategy

Why Everyone Needs an Inheritance Strategy

It's important to have an inheritance strategy in place BEFORE something goes wrong. Americans are living longer than before, which makes some folks believe they can put off planning for the inevitable. But do you really want to leave behind a mess and add to the...

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How Much Should I Be Spending On This?

How Much Should I Be Spending On This?

The best predictor of personal financial health is spending less than you make. Living below your means. But spending is different for everyone. And it is impossible to give prudent advice without knowing the context of the situation. Looking for external validation...

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Are We Actually Heading Toward a Recession?

Are We Actually Heading Toward a Recession?

A lot of people are saying that we are heading toward a recession... but is that what's actually happening? In times like these it's crucial to not let our decision making be driven by the latest headlines. In this week's video Tom discusses signs in the stock market...

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This is Why You Dollar-Cost Average

This is Why You Dollar-Cost Average

Volatile markets are the perfect time for investors to dollar-cost average into their investment strategy. In the last two weeks we've seen the stock market have violent moves in both directions. We've had two BIG up days that have been followed by more BIG down days....

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What’s Going to Bring the Stock Market Back?

What’s Going to Bring the Stock Market Back?

All the stock market headlines are doom and gloom right now. In this week's podcast Casey doesn't claim to have all the answers, but he aims to balance out that negativity by providing some facts and figures that have caught our eye here recently. He covers what tends...

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Trust Is Not For Sale

Trust Is Not For Sale

Financial planning is a living, breathing, relationship that's built on trust. Not some stale 30 page document that's going to change in 6 months. In this week's video, Casey speaks to our financial planning process and how it differs from the recent actions of...

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2022 Capital Gains Tax Rates

2022 Capital Gains Tax Rates

Tom talks all things capital gains tax rates in this week's podcast. Now that 2021's tax deadline has passed, it's time to start looking for changes to make as we head further into 2022. He covers common misconceptions regarding capital gains taxes. As well as diving...

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Is 2022’s Economy the 1970’s All Over Again?

Is 2022’s Economy the 1970’s All Over Again?

There are a lot of comparisons being made between the current economy and the economy of the late 70's and early 80's. The guys discuss the similarities AND differences, while highlighting whether or not bonds still act as a diversifier and how to think about future...

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Investing Always Involves Trade-offs

Investing Always Involves Trade-offs

Investing involves trade-offs. You have to risk something in order for the potential gain. There is always something at stake. In this week's video, Casey breakdowns the trade-offs being made when investing in stocks, bonds and cash. You can't just stick your money...

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What’s Going on with Bonds?

What’s Going on with Bonds?

Stocks and bonds both had a volatile first quarter. This has many investors considering a peculiar question: Is there more risk in the stock or bond side of my balanced portfolio? Based upon what's occurred so far in 2022, this is a reasonable thing to wonder. Both...

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How Do Interest Rates Affect Credit Card Debt?

How Do Interest Rates Affect Credit Card Debt?

Credit card users can expect to see increasing rates sooner rather than later. As the Federal Reserve increases their benchmark interest rate, banks are wasting no time in passing that through to consumers. In this week's video, Casey offers guidance on how best to...

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Should We Be Worried About the Yield Curve?

Should We Be Worried About the Yield Curve?

If you've been seeing headlines about the yield curve lately and don't know what that is or what it means, look no further than this week's podcast. The guys discuss rising interest rates, what's been going on in the bond market, and why everyone in the financial...

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