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...
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...
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...
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...
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....
