Ahh back to school season. It’s that time of year where parents and children tense up, or get excited, to head back to school. College planning usually has the most nerves associated with it, especially if it's the first year. It’s only natural for parents, and...
Do some bond yields seem too good to be true? Well, that's probably because they are. In this week's podcast, the guys discuss how "inflation protected" bonds are able to advertise yields that aren't necessarily real. Which leads them to discuss other inflation...
"I need to earn some yield. I have this money sitting in the bank earning nothing. Is there anyway we can put it in something and earn a safe 3-5%?" We get this question ALL. THE. TIME. Are dividend stocks the way to go? What about preferred stocks? Or maybe MLPs?...
At different periods of time, the stock market favors different investing “trends”. These differing areas of the market rotate into and out of favor. One month growth stocks are hot. The next, it’s international. The next, it’s small cap stocks. The next, it’s value...
Robinhood, the online investing and trading platform, had their IPO (initial public offering) yesterday. In this week's podcast, the guys discuss the staggering numbers Robinhood had to disclose in order to file for the IPO. Some of these numbers are seriously out of...
In this week's video, Tom discusses a common mishap we see all the time involving target date funds. When you allocate your 401(k) or retirement account to a target date fund, AND other funds, it could really throw off the amount of risk you're taking. Be sure to tune...
The stock market has seen some volatile moves in both directions over the last week. In this week's video we wanted to put these moves in perspective and remind folks that, as long as you are taking the appropriate amount of risk, this is okay! And should be expected....
The 2021 advanced payments of the Child Tax Credit are due to start hitting bank accounts this month and carry on through the end of the year. In March 2021, a year after the onset of COVID-19 in America, the $1.9 trillion American Rescue Plan was passed. In addition...
It's said that credit rules the world. A line of credit can be a useful piece of your financial plan. But, it can be taken away at any time for no reason at all. So don't let credit rule your personal finances. In this week's episode, the guys discuss Wells Fargo...
In this week's video, Casey breakdowns the recent ProPublica article that drew attention to some ultra-wealthy investor's massive Roth IRAs. The Roth IRA was designed to help average Americans save more money for retirement. So it's no wonder there has been quite the...
