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...
When should I buy? When should I sell? What do I buy? What do I sell? These are the seemingly simple questions that make investing so interesting (and hard). Every investor thinks differently about these questions. And every investor is investing within differing...
With the release of Apple's new iPhone 13, we wanted to take this opportunity to remind folks that the stock market doesn't always do what we think it should. In this week's video, Casey highlights how investor's expectations can often mislead them....
More than half of the stocks in the S&P 500 are down 10%. Doesn't sound too good right? When it comes to stock market statistics, you need to know how they fit into historical context. In this week's video Casey breaks down a recent headline from Bloomberg and...
