In this week's podcast, Tom and Casey pull back the curtain and examine how financial calculators arrive at their results. Financial calculators, also known as retirement calculators, take a snapshot of where you are now and project it out into the future. Not taking...
Things are always happening under the surface of the stock market, even with the major indices continuing to march higher. In this week's video, Casey breakdowns a recent Wall Street Journal article that discusses how stocks, broadly speaking, have been pretty quiet...
Summer at the Jersey Shore is finally in full swing, meaning we’re already about halfway through 2021. It might not be top of mind, but the halfway point of the year provides a great opportunity to review your financial situation. After a year like no other, we’re all...
In this week's podcast, Tom and Casey offer their thoughts on investing in cryptocurrencies in a retirement account. There are still some regulatory hurdles cryptocurrencies, like Bitcoin, need to clear before it becomes mainstream. But it is definitely a topic of...
With the CBOE set to expand their trading hours, there has never been more investing access for the everyday investor. But does more access to financial markets mean you should be trading your account more? Casey breaks it down in this week's video. Should More...
Wealth planning is common for people who want to leave money behind for their children and family members after death. After spending years working to earn a living, people are proud to leave behind a legacy and help their future generations to be better off....
Whether it's greed and fear, or stress and envy, it's important to realize how emotionally tied up most of us are in our money. From a pit in your stomach when the market drops, to the excitement you feel when your paycheck hits your bank account. Money, and...
Financial planning and tax planning are tied at the hip. And New Jersey does have relatively high tax rates compared to other states. But does that mean you should consider moving out of state? In this week's video, Tom covers a recent survey from the New Jersey...
Long-term investing is more about understanding human nature than it is about complex spreadsheets. When you look back through history at some of the greatest investors, there are a few commonalities that stand out. Whether it’s Warren Buffett, Benjamin Graham, or...
In this week's episode, Tom and Casey walk through exactly what the financial planning process is like for new clients. From the initial "Fit Meeting" to our first series of check-in calls, the guys cover it all in this one. They highlight typical questions we get...
