We often talk about the mistake of making all-in/all-out investment decisions, like moving to cash. In this week's video, Casey talks about the other side of that decision, the decision of when to get back in. He covers the risk associated with waiting for an...
A lot of people are saying that we are heading toward a recession... but is that what's actually happening? In times like these it's crucial to not let our decision making be driven by the latest headlines. In this week's video Tom discusses signs in the stock market...
We're so proud to announce that our very own, Tim Mullooly, is officially a certified financial planner™! The CFP® designation is one of the highest achievements in our industry. In our latest video, Tim discusses how excited he is to apply the financial planning...
Financial planning is a living, breathing, relationship that's built on trust. Not some stale 30 page document that's going to change in 6 months. In this week's video, Casey speaks to our financial planning process and how it differs from the recent actions of...
Investing involves trade-offs. You have to risk something in order for the potential gain. There is always something at stake. In this week's video, Casey breakdowns the trade-offs being made when investing in stocks, bonds and cash. You can't just stick your money...
Credit card users can expect to see increasing rates sooner rather than later. As the Federal Reserve increases their benchmark interest rate, banks are wasting no time in passing that through to consumers. In this week's video, Casey offers guidance on how best to...
There will always be new "can't miss" investing trends trying to attract our attention (and dollars). In this week's video, Casey discusses research done by Morningstar that examines how the "latest and greatest niche funds" perform relative to the broader market as a...
When the stock market is volatile, sales of annuities tend to skyrocket! Folks are tempted by the downside protection, but there are usually misleading strings attached. In this week's video, Tom breaks down what those strings are and why the annuity pitch sounds so...
When markets are volatile, it can be hard to find reasons to stay invested. In this week's video, we offer 8 reasons to stay invested when the markets are down. These are meant to keep you thinking long-term and to help you stick to your investing process when doubt...
It can be tempting to change the plan during volatile markets. But that's the exact time you SHOULDN'T be making wholesale changes to your investments. In this weeks video, Casey discusses how long-term investors should be handling the stock market volatility caused...
