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What Can I Expect My Investments to Earn?

What Can I Expect My Investments to Earn?

  We are often asked "what can I expect my investments to earn if I work with you?". While it is an important question, there is no easy answer. In this week's podcast, Tom, Brendan, Tim AND Casey weigh in on the best way to set investment performance...

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The Dangers of Margin Investing

The Dangers of Margin Investing

  Margin investing, or taking on debt to invest, is very risky. It always seems to gain popularity during market peaks. And make matters worse on the way back down. In this week's podcast, Tom and Casey discuss some recent events in the cryptocurrency space. We...

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Does the Stock Market Move Ahead of the Economy?

Does the Stock Market Move Ahead of the Economy?

  It's often said that the stock market looks forward, while economic data looks in the rearview mirror. The stock market reacts to what it thinks is going to happen. While the economic data represents what has already happened. It is not uncommon to see the stock...

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Communicating With Your Investment Advisor

Communicating With Your Investment Advisor

  In this week's podcast, Tom and Casey discuss how crucial communication is for the investment advisor-client relationship. We take a different investment approach when money is needed in the short-term vs. growing it over the long-term. Things will change over...

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What if There is No Recession?

What if There is No Recession?

  In this week's podcast, Tom and Casey discuss how the market has priced in a severe recession, and what that means moving forward. The guys review the latest charts and data points they've been paying attention to. With many of them pointing to improvements in...

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What Should We Make of Conflicting Economic Data?

What Should We Make of Conflicting Economic Data?

In this week's podcast, Tom and Casey discuss how the current economic data is telling two stories. We have historically low unemployment numbers but also historically high inflation, so what does that mean for everyday investors? The guys draw on historical examples...

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What Does Quantitative Tightening Mean?

What Does Quantitative Tightening Mean?

There has been a lot of talk about the Fed's plan for quantitative tightening lately. But what exactly does that mean? And what should everyday investors expect? The Fed has been under the microscope so far in 2022 due to raising interest rates. But there is another...

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What’s Going to Bring the Stock Market Back?

What’s Going to Bring the Stock Market Back?

All the stock market headlines are doom and gloom right now. In this week's podcast Casey doesn't claim to have all the answers, but he aims to balance out that negativity by providing some facts and figures that have caught our eye here recently. He covers what tends...

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2022 Capital Gains Tax Rates

2022 Capital Gains Tax Rates

Tom talks all things capital gains tax rates in this week's podcast. Now that 2021's tax deadline has passed, it's time to start looking for changes to make as we head further into 2022. He covers common misconceptions regarding capital gains taxes. As well as diving...

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Is 2022’s Economy the 1970’s All Over Again?

Is 2022’s Economy the 1970’s All Over Again?

There are a lot of comparisons being made between the current economy and the economy of the late 70's and early 80's. The guys discuss the similarities AND differences, while highlighting whether or not bonds still act as a diversifier and how to think about future...

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Should We Be Worried About the Yield Curve?

Should We Be Worried About the Yield Curve?

If you've been seeing headlines about the yield curve lately and don't know what that is or what it means, look no further than this week's podcast. The guys discuss rising interest rates, what's been going on in the bond market, and why everyone in the financial...

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Financial Planning Tips for 2022 (Part One)

Financial Planning Tips for 2022 (Part One)

In this week's podcast, Tom, Brendan and Casey discuss financial planning tips and best practices to start your year off on the right foot. They talk about how to review your financials from 2021, tax planning, cash flow management strategies and much more! We're...

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Is the Stock Market Being Held Up By 5 Stocks?

Is the Stock Market Being Held Up By 5 Stocks?

Recent headlines have claimed that the stock market is being "propped up" by just a handful of the largest companies. In this week's podcast, Tom, Brendan and Casey discuss what this type of market means for investors. While driving home the point that it is normal to...

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