In this week's podcast, the guys cover alternative investments and peel back the curtain on these difficult to understand investment products. When the market is volatile, like it has been in 2022, these product sales always skyrocket. And the promise of safety...
In this week's video Tom talks about how avoiding volatility sounds good in theory, but will likely end up costing investors in the long run. He discusses the increase in alternative investments during volatile years like 2022. And cautions investors about putting...
In this week's podcast, the guys discuss the most recent examples of the stock market looking ahead of the economy. Tim, Tom, Brendan and Casey discuss how the stock market performs relative to GDP, the unemployment rate and earnings. They also debate whether or not...
Investing is so difficult because as stocks go down, the level of risk seems to go up. But is that actually true? In this week's video, Casey shares data that shows how investor's expectations tend to say more about what HAS HAPPENED not WHAT WILL HAPPEN. He then...
If you save money into a retirement account, like a 401(k), 457 or 403(b), you will be able to contribute more in 2023. The IRS announced a new contribution limit of $22,500 for these accounts starting next year. That is an increase of $2,000 from the 2022 limit of...
In this week's podcast, Tom, Tim and Casey discuss the eye-popping results of a survey that asked millionaires how they are feeling about retirement. This leads the guys into a broader conversation about changing market dynamics, like fixed income products...
In this week's video, Tom references a survey done by AARP that shows 45% of people would rather go to the dentist than meet with an investment advisor. People deserve complete transparency when working with an investment advisor. When folks don't understand their...
All personal finance revolves around being able to manage your cash flow. You have to make more than you spend. Then you have to figure out the "right" things to do with that surplus. The "right" thing for you might be different than the "right" thing for someone...
In this week's podcast, Tom, Tim, Brendan and Casey discuss the latest inflation reading and what impact it is having on the stock market. The cost of living adjustment for Social Security was also announced yesterday. The guys break down why this year's...
In this week's video, Casey discusses IRS guidance on required minimum distributions for inherited IRA's. He also uses this as a reminder to folks to make sure they do their RMDs before year end. Casey suggests 2 ways for retirees to handle their required minimum...
