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. https://www.youtube.com/watch?v=ucBITaQDiqk The Federal Reserve's target for inflation...
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. https://www.youtube.com/watch?v=ZoNFASNJ30k When the investment objective is unclear it can often lead to a mismatched amount of risk taking. Which...
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. https://www.youtube.com/watch?v=iBI9W7LMk5Y This question drives at what makes investing so difficult, and...
In this week's video, Casey discusses how asset allocation has changed throughout different interest rate environments. https://www.youtube.com/watch?v=OK17BF1Qpow&t=3s Should investors be chasing more risk because interest rates are so low? Key factors like time...
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....
In this week's video, Tom discusses a report from MIT that tried to figure who the "panic sellers" are when markets get rocky. The report indicated that "investors" who rate themselves as having excellent investment experience are more likely to be panic sellers. Tom...
