In this week's podcast, Tom, Brendan and Casey wrap up their discussion on whether or not target date funds are "good" investments for 401(k) investors. A recent Wall Street Journal article recommended recreating target date funds on your own. The guys breakdown why...
In this week's video, Casey discusses how asset allocation has changed throughout different interest rate environments. Should investors be chasing more risk because interest rates are so low? Key factors like time horizon, risk tolerance, and ultimately what...
The real risks are often what we don't see. We get a lot of phone calls that start like this: I've been seeing all these headlines about (insert topic here) is this something we should be worried about? We're grateful for the opportunity to help answer these...
In this week's podcast the guys weigh in on whether or not target date funds are "good" investments for 401(k) investors. They get into what target date funds get right, what they get wrong and why understanding a 401(k) plan's default options are so important. Is...
In this week's video, Tom discusses why exchange traded funds are NOT just for beginners. He highlights their tax efficiency, diversification and low costs as reasons why exchange traded funds should be considered by all investors. The Walton family trust, one of the...
Planning a wedding, and celebrating a marriage, can be one of the most exciting times in a couple’s life. But it can also be incredibly stressful. With money usually playing a part. My brothers and I have had a fun (and hectic) couple of weeks with weddings lately....
In this week's podcast, Tom and Casey talk investing history and take a look back through the last four decades at the largest companies in the S&P 500. From the oil dominated Top 10 of the 1980's to the Tech heavy Top 10 of today. If there is one constant in...
In this week's video, Tom discusses a report from MIT that tried to figure who the "panic sellers" are when markets get rocky. The report indicated that "investors" who rate themselves as having excellent investment experience are more likely to be panic sellers. Tom...
The easiest way to start saving for retirement is through a work place retirement plan. Having an employer-sponsored retirement savings plan is a key factor in whether Americans save for retirement. Only 18% of those without access to an employer-sponsored plan said...
In this week's podcast episode, the guys discuss why tax planning should be thought about in terms of lifetime tax, instead of year to year tax. Tax planning is so much more than focusing on reducing your tax bill as much as possible on a yearly basis. They get into...
