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...
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...
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...
Saving money is the core pillar of personal finance. It teaches you how to live below your means. It also demonstrates the importance of planning for the future. But, how much should you save? How much should you invest? And what type of accounts should you be doing...
There will always be new "can't miss" investing trends trying to attract our attention (and dollars). In this week's video, Casey discusses research done by Morningstar that examines how the "latest and greatest niche funds" perform relative to the broader market as a...
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...
The Federal Reserve came out last week and raised their "main" interest rate, the federal funds rate by 25 basis points. It was set to 0.0% - 0.25%. And now it is 0.25% - 0.50%. But is that a good thing? A bad thing? Or somewhere in-between? And how does it affect...
When the stock market is volatile, sales of annuities tend to skyrocket! Folks are tempted by the downside protection, but there are usually misleading strings attached. In this week's video, Tom breaks down what those strings are and why the annuity pitch sounds so...
March and April are when you hear from your accountant the most. Whether that is them asking for your tax documents, asking clarifying questions regarding those documents, or sending you your return, your accountant is more top of mind in the beginning of the year...
Going through the financial planning process should give you conviction in your investment plan. During difficult times conviction is needed to not panic sell. Conviction comes from belief. Belief comes from understanding. And understanding comes from education,...
