When should I buy? When should I sell? What do I buy? What do I sell? These are the seemingly simple questions that make investing so interesting (and hard). Every investor thinks differently about these questions. And every investor is investing within differing...
Medicare’s open enrollment period happens once a year between October 15 and December 7. During this time, current Medicare beneficiaries have the option to adjust their coverage for the coming year. As we often say here, financial planning is an ongoing process, not...
In this week's podcast episode, the guys discuss making investing decisions and why following the latest and greatest trends might not be the best strategy. They cover everything from historical market context over the last twenty years, to how to construct a...
With the release of Apple's new iPhone 13, we wanted to take this opportunity to remind folks that the stock market doesn't always do what we think it should. In this week's video, Casey highlights how investor's expectations can often mislead them. Paying attention...
Planning for social security is an important part of building a financial plan. Folks work their entire lives, contributing to social security along the way. And then when it comes time to start taking it, some folks get nervous. “How much can we trust it?” “I heard...
More than half of the stocks in the S&P 500 are down 10%. Doesn't sound too good right? When it comes to stock market statistics, you need to know how they fit into historical context. In this week's video Casey breaks down a recent headline from Bloomberg and...
Working in retirement is the last thing retirees should be thinking about, right?! In the past, retirement has been portrayed as an ending, a grand exit from your years in the workplace. But the rules are shifting. Labor force participation among those aged 65-74 is...
Expense ratios for mutual funds and exchange traded funds (ETFs) have been cut in half over the last twenty years. In this week's podcast episode, the guys explain what expense ratios are and why it's so important for investors to pay attention to them. Their...
You saved up enough for a down payment and found the perfect house. Unfortunately, in this real estate market, things don't always work out. So now what do you do with the money that was earmarked for a down payment? Do you put it into the stock market? Or just leave...
When it comes to saving for retirement, the power of compound interest should never be underestimated. As we’ve grown accustomed to saying on videos and podcasts, “don’t stop the compounding”. We know we sound like broken records, but compound interest can not be...
