The stock market has seen some volatile moves in both directions over the last week. In this week's video we wanted to put these moves in perspective and remind folks that, as long as you are taking the appropriate amount of risk, this is okay! And should be expected....
In this week's video, Casey breakdowns the recent ProPublica article that drew attention to some ultra-wealthy investor's massive Roth IRAs. The Roth IRA was designed to help average Americans save more money for retirement. So it's no wonder there has been quite the...
Things are always happening under the surface of the stock market, even with the major indices continuing to march higher. In this week's video, Casey breakdowns a recent Wall Street Journal article that discusses how stocks, broadly speaking, have been pretty quiet...
With the CBOE set to expand their trading hours, there has never been more investing access for the everyday investor. But does more access to financial markets mean you should be trading your account more? Casey breaks it down in this week's video....
Financial planning and tax planning are tied at the hip. And New Jersey does have relatively high tax rates compared to other states. But does that mean you should consider moving out of state? In this week's video, Tom covers a recent survey from the New Jersey...
With the Russell 2000, a popular small cap index, set to be reconstituted later this month, we wanted to go over an investing best practice, and remind folks to KNOW WHAT YOU OWN! Tom breakdowns how two of the top names in the Russell 2000 index are (most likely)...
The role of an investment advisor is to help you, the client, figure out what the best option is, FOR YOU! In this week's video, Tom discusses a recent article from Barron's claiming that older children living at home may be ruining retirement for their parents. Life...
Just about everyone is saying that interest rates have to go higher. Tom explains how we can think we have the answers to the test. But, what we don't know is how the market is going to react. https://www.youtube.com/watch?v=TnLzxTyzrFM Don't forget to...
ETFs, or exchange traded funds, are a versatile and adaptive way to invest. That's why we primarily use them for our client portfolios. Tom goes into further detail in this week's video when he outlines 4 reasons why every investor should consider using exchange...
We surveyed our clients to find out why they work with an investment advisor. An overwhelming amount had the same #1 answer. In this video, Tom explains what that answer is, and why we built our financial planning process around it....
