Financial video library

Get the latest resources on money topics that matter. 

Are We Actually Heading Toward a Recession?

Are We Actually Heading Toward a Recession?

A lot of people are saying that we are heading toward a recession... but is that what's actually happening? In times like these it's crucial to not let our decision making be driven by the latest headlines. In this week's video Tom discusses signs in the stock market...

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Trust Is Not For Sale

Trust Is Not For Sale

Financial planning is a living, breathing, relationship that's built on trust. Not some stale 30 page document that's going to change in 6 months. In this week's video, Casey speaks to our financial planning process and how it differs from the recent actions of...

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Investing Always Involves Trade-offs

Investing Always Involves Trade-offs

Investing involves trade-offs. You have to risk something in order for the potential gain. There is always something at stake. In this week's video, Casey breakdowns the trade-offs being made when investing in stocks, bonds and cash. You can't just stick your money...

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How Do Interest Rates Affect Credit Card Debt?

How Do Interest Rates Affect Credit Card Debt?

Credit card users can expect to see increasing rates sooner rather than later. As the Federal Reserve increases their benchmark interest rate, banks are wasting no time in passing that through to consumers. In this week's video, Casey offers guidance on how best to...

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The Truth About Owning Annuities

The Truth About Owning Annuities

When the stock market is volatile, sales of annuities tend to skyrocket! Folks are tempted by the downside protection, but there are usually misleading strings attached. In this week's video, Tom breaks down what those strings are and why the annuity pitch sounds so...

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8 Tips to Stay Invested During Down Markets

8 Tips to Stay Invested During Down Markets

When markets are volatile, it can be hard to find reasons to stay invested. In this week's video, we offer 8 reasons to stay invested when the markets are down. These are meant to keep you thinking long-term and to help you stick to your investing process when doubt...

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Long-Term Investing During Volatile Markets

Long-Term Investing During Volatile Markets

It can be tempting to change the plan during volatile markets. But that's the exact time you SHOULDN'T be making wholesale changes to your investments. In this weeks video, Casey discusses how long-term investors should be handling the stock market volatility caused...

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How do Major Events Affect the US Stock Market?

How do Major Events Affect the US Stock Market?

In this week's video, we take a look at how some of the biggest geopolitical events in recent history have impacted the US stock market. We know there is a lot of uncertainty right now regarding the situation in Eastern Europe, but we can't let emotions dictate our...

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How Should Retirees Be Invested?

How Should Retirees Be Invested?

The common investing belief for retirees is that they should invest more conservatively as they get older. In this week's video, Casey discusses asset allocation, rebalancing and how retirees might want to think about their different asset "buckets". Show Notes Older...

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The Dangers of Owning Individual Stocks

The Dangers of Owning Individual Stocks

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...

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What to Focus on When the Stock Market Drops

What to Focus on When the Stock Market Drops

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...

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It’s Normal For the Stock Market to go Down

It’s Normal For the Stock Market to go Down

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...

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What Will Your Retirement Be Like?

What Will Your Retirement Be Like?

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...

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A Better Way to Measure Inflation

A Better Way to Measure Inflation

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,...

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Performance Chasing in the Stock Market

Performance Chasing in the Stock Market

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...

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