We've seen a record number of people leaving their jobs lately and many of them are retiring early. The financial implications of early retirement are massive. It's important to know if you will you be retiring completely? Or are you taking time to reconsider your...
In this week's video, Tom explains how inflation is measured. And why it might be better to measure it in multi-year stretches of time instead of month-over-month or year-over-year. The Federal Reserve's target for inflation is 2%. The readings lately have been high,...
Performance chasing in the stock market is difficult to avoid because it's human nature. When an area of the market performs well, more investors pour money into it. The latest example of performance chasing comes from ARK. In this week's video, Casey discusses a...
Mutual fund investors should be on the lookout for capital gains distributions in their accounts before the end of the year. Capital gains distributions will only affect your tax situation if you own them in certain accounts. Tune it to this week's video to see how we...
In this week's video, Casey discusses how "making as much money as possible" is not an appropriate investment objective. When the investment objective is unclear it can often lead to a mismatched amount of risk taking. Which is never a recipe for success. Through our...
When making donations it's important to consider whether you should be donating cash or stock to charity. In this week's video, Tom explains the differences between public and private charities. As well as, answering whether you should donate cash or stock to...
Many folks turn to gifting strategies as a way to help their loved ones, while reducing their taxable estate. But how to go about it can be confusing. In this week's video, Tom breakdowns the best way to gift to individuals. He covers how much each individual can...
In this week's video, Casey discusses a research report from Morningstar that details how active funds have recently compared to their passive counter parts. This question drives at what makes investing so difficult, and interesting. So it's useful to put some numbers...
In this week's video, Casey discusses how asset allocation has changed throughout different interest rate environments. Should investors be chasing more risk because interest rates are so low? Key factors like time horizon, risk tolerance, and ultimately what...
In this week's video, Tom discusses why exchange traded funds are NOT just for beginners. He highlights their tax efficiency, diversification and low costs as reasons why exchange traded funds should be considered by all investors. The Walton family trust, one of the...
