In this week's video, Tom answers whether or not you should take money from your 401(k) to buy a house. You need to know all of the ramifications of taking a retirement account distribution BEFORE you do anything. Tom walks you through it all while offering up some...
We are often asked "what can I expect my portfolio to return each year?". Historical stock market returns offer an answer. But that answer doesn't do a good job of setting expectations because average returns don't happen very often. In this week's video, Casey...
How are investors supposed to avoid making financial decisions based on emotion? And if you are not supposed to invest based on how you feel, what are you supposed to base your decisions on? Tom covers this and more in this week's video. He shares research that shows...
In this video, Tom covers what a $1 million retirement might look like. $1 million seems like a lot of money to most people, but is it even enough to maintain your lifestyle in retirement? Tom discusses 4 things folks should do to make sure their $1 million allows...
Investing is so difficult because the future is always uncertain, but everything seems obvious after the fact. This leads investors into a harmful way of looking at the stock market called hindsight bias. In this week's video, Casey examines why investors fall victim...
In this week’s video, Tom covers what individuals think are the biggest obstacles in retirement vs. what advisors think they are. Spoiler alert… there’s a BIG disconnect! He stresses the importance of advisors and clients being on the same page and speaking the same...
In this week’s video, Casey discusses how difficult it’s been for investors to manage their expectations after 2021 and 2022. He shares statistics about how long it’s been since the market has made a new all-time high and how that relates to previous years. It’s...
In this week’s video, Casey discusses the growing rate of people taking hardship withdrawals from their 401(k) plans. It’s great that folks want to get invested in the market, but it shouldn’t come at the expense of having an emergency fund in a savings account. Tune...
In this week’s video Casey examines a study of crypto investors and how they fall victim to buying high and selling low… the opposite of how you want to invest. Cryptocurrencies are a new (unregulated and super risky) area of the market, but, the same old human...
In this week’s video, Casey discusses what to expect from capital gains distributions in 2022. Investors hate two things: losing money and paying taxes. And some mutual fund investors might be facing both this year. Casey speaks to the importance of owning tax...
