Financial video library

We've seen several extremely volatile moves in big tech stocks this week after they've released their earnings reports. Owning individual stocks is risky. In this week's video, Casey explains what's been going on while highlighting the best way to own individual...

In this week's video, Tom discusses the rocky start to 2022 for stocks. While stocks are down, he offers some things to consider. Are you going to need this money in the next year, two or three? Are you flipping out over a 10% stock market dip? Stock market drops are...

The stock market has gotten off to a bumpy start in 2022. In this week's video, Casey shares some statistics about what's been happening underneath the hood of the stock market. As well as providing some historical context about market drops. We understand if you are...

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...

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. Paying attention...

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...

You saved up enough for a down payment and found the perfect house. Unfortunately, in this real estate market, things don't always work out. So now what do you do with the money that was earmarked for a down payment? Do you put it into the stock market? Or just leave...

A common question we get from folks is whether or not they should put their assets into a trust. We are not attorneys, therefore we don't give legal advice. But we're well versed in the different layers of making decisions like this and are more than willing to walk...

In this week's video, Casey discusses a proposed increase to the catch-up contributions for retirement account savers. These catch-up contribution changes being discussed would help "average workers" save more as they get closer to retirement age. Saving more for...