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...
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...
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...
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...
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...
In this week's video Tom talks about saving for retirement with a runway of 10+ years. He discusses the dynamics of buying more shares with each dollar you save and how that base works to your benefit on the way back up. We know it's unsettling to see losses in your...
