There have been a lot of economic questions lately, specifically whether or not the Federal Reserve will raise interest rates. We got some clarity this week on their plan of action. With so much emphasis on this meeting and the economy as a whole, Tom, Brendan and...
Performance chasing in the stock market is difficult to avoid because it's human nature. When an area of the market performs well, more investors pour money into it. The latest example of performance chasing comes from ARK. In this week's video, Casey discusses a...
Paying off debt is a major financial accomplishment, but doing so will require having patience, and of course, a debt repayment plan. Most people have to take on some kind of debt to pay for things like college, a home purchase and buying a car. These things are...
Mutual fund investors should be on the lookout for capital gains distributions in their accounts before the end of the year. Capital gains distributions will only affect your tax situation if you own them in certain accounts. Tune it to this week's video to see how we...
In this week's podcast, Casey and Brendan further their discussion on retirement withdrawal strategies. They discuss a recent piece of research that indicates the 4% rule for retirement might be out of date. Tune in to find out how stock market valuations affect...
If you save money for retirement, it’s important to know what the contribution limits are for your specific plan or account. Financial planning should start with the basics. You need to know how much you can contribute in order to figure out how much you should...
In this week's podcast, Brendan and Casey discuss retirement withdrawal strategies. They highlight the different levers that can be pulled. And how making adjustments to spending can have a larger impact on "success rates" than portfolio changes. This podcast drives...
In this week's video, Casey discusses how "making as much money as possible" is not an appropriate investment objective. When the investment objective is unclear it can often lead to a mismatched amount of risk taking. Which is never a recipe for success. Through our...
Charitable gifting is donating wealth to a non-profit organization. The gift can be made as cash or other assets (appreciated stock). The purpose of charitable gifting is to help the organization of your choice. But, also, it can make sense from a tax perspective for...
In this week's podcast, Tom, Brendan and Casey discuss why a move in retirement is not a silver bullet that fixes high cost of living. What lifestyle your investments have to support is THE BIGGEST factor in the retirement equation. Moving in retirement is about more...
