We often talk about the mistake of making all-in/all-out investment decisions, like moving to cash. In this week's video, Casey talks about the other side of that decision, the decision of when to get back in. He covers the risk associated with waiting for an...
In this weeks podcast, Brendan and Casey discuss how short term market losses impact retirement plans. They explain how to handle investment account distributions when markets are rocky and the importance of aligning your portfolio with your income needs. This is a...
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...
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...
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....
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...
We're so proud to announce that our very own, Tim Mullooly, is officially a certified financial planner™! The CFP® designation is one of the highest achievements in our industry. In our latest video, Tim discusses how excited he is to apply the financial planning...
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...
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...
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...
