Financial video library

The financial media does not have your best interest in mind. The people on TV know absolutely nothing about your personal financial situation. Please do not take what they say as investment advice. In this week's video, Casey explains 5 phrases the financial media...

We often talk about the mistake of making all-in/all-out investment decisions, like moving to cash. In this week's video, Casey talks about the other side of that decision, the decision of when to get back in. He covers the risk associated with waiting for an...

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...

We're so proud to announce that our very own, Tim Mullooly, is officially a certified financial planner™! The CFP® designation is one of the highest achievements in our industry. In our latest video, Tim discusses how excited he is to apply the financial planning...

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...

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...

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...

There will always be new "can't miss" investing trends trying to attract our attention (and dollars). In this week's video, Casey discusses research done by Morningstar that examines how the "latest and greatest niche funds" perform relative to the broader market as a...

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...

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...

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...

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...

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...

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...