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...
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...
In this week's episode, the guys cover an array of topics, including the importance of portfolio rebalancing. Brendan and Tom breakdown why rebalancing allows the individual pieces of the portfolio to "do their jobs". And why it's a good risk management technique to...
This is the main question we help folks answers. In this weeks' episode, Casey, Brendan, and Tom, walk through a real life example from a recent article by MarketWatch. The guys break down the nuances of retirement planning and shed light on our process. They also...
We've gotten a handful of calls recently about what to do with "money earning nothing at the bank". In this week's episode, the guys, joined by Casey, discuss the role of savings in a financial plan, as well as what to do when markets are moving sideways, and how...
In recent news from Fidelity, they will begin offering investment accounts to teenagers (with parental approval). In this podcast, the guys discuss if that is a good or bad idea. They also discuss target date funds, and keeping your cool trying to buy a house in this...
A recent article in the New York Times outlined an F.B.I. investigation into a Pennsylvania pension plan that took some BIG risks in alternative investments. In this podcast, Tom and Tim break down where the trustees went wrong, and why alternative investments can be...
It's one thing to buy an investment because it's "going up a lot", but do you actually have an investment plan? In this week's episode of the podcast, the guys discuss the importance of having an actual plan. Without a plan, it can be really difficult to gauge success...
One late-blooming economic side effect of the pandemic is a growing global shortage of computer chips. This shortage has started to impact the car industry and other technology companies across the globe. So what does this actually mean for those semiconductor stocks...
Yesterday the market dropped after news of a proposal to increase capital gains tax rates. Today, the market is market to normal, but what is it about these market pain points that get everyone on edge? In this podcast, Tim and Tom discuss a few different market pain...
