Financial video library

In this week's video, Tom references a survey done by AARP that shows 45% of people would rather go to the dentist than meet with an investment advisor. People deserve complete transparency when working with an investment advisor. When folks don't understand their...

In this week's video, Casey discusses IRS guidance on required minimum distributions for inherited IRA's. He also uses this as a reminder to folks to make sure they do their RMDs before year end. Casey suggests 2 ways for retirees to handle their required minimum...

In this week's video Tom talks about saving for retirement with a runway of 10+ years. He discusses the dynamics of buying more shares with each dollar you save and how that base works to your benefit on the way back up. We know it's unsettling to see losses in your...

The biggest risk when investing for retirement isn't stock market volatility. It's being too safe with your long-term money. In this week's video, Tom talks about how mistakes can happens when folks want short-term certainty with their long-term dollars. Tom walks...

In this week's video Casey puts the historical stock market performance during rising and falling inflation periods into perspective for 2022 investors. Everyone wants to know, when is inflation going to peak? When is it going to go back down again? Casey explains why...

In this week's video, Casey talks about the assumptions retirement calculators make and how they might not apply to everyone. There are certain assumptions that have to be made when planning for retirement, but what happens when life changes? Or when those...

In this week's video, Casey discusses different ideas for where to put your short-term money. We get asked all the time, "I've got this money at the bank earning nothing. What should I do with it?". There are always trade-offs being made when you put your dollars...

Everyone wants good investment returns all the time. But if you had to choose, would you want them early on or later down the road? Casey answers this question and more in this week's video. He uses the answer to this question, along with another example, to prove...

"It's not going to be around when I need it" "I'm putting all this money in and probably won't see a nickel of it in 15 years" In this week's video, Tom addresses these worries and discusses how social security is a crucial part of retirement income planning and why...

In this week's video, Casey discusses two competing ideas when it comes to spending in retirement. Should you spend conservatively because of the unknown factors retirees face? OR! Should you spend your hard earned money while you are healthy and can enjoy it most?...

In this week's video Tom lays out what investors should be focusing on in a market like we've seen here in 2022. Warren Buffett said famously that "the stock market is a device for transferring money from the impatient to the patient". Tom discusses how we need to...

In today's information driven world, it's crucial for stock market investors to get the right information and not get sucked into financial entertainment. The stock market pundits will always be telling you TO DO SOMETHING, even when they don't have your best interest...

What are your odds of making money in the stock market? On a day-to-day basis it's basically a coin flip. But what about over a year? What about over 5 years? What about over 20 years? The longer your time horizon the more history is on your side. Tom breaks it all...

In this week's video, Tim covers 3 things you might not know about saving for college. Can unused 529 account funds be used to pay off student loans? Can you roll a 529 plan into a Roth IRA? And what type of 529 plan should you use to build up that college savings...

In this week's video, Casey discusses changes to retirement accounts that **could** happen in the near future. If you save for retirement in a 401(k) or IRA, you'll want to get these potential changes on your radar. We could see the age to begin RMDs pushed back and...

In this week's video, Tom discusses 4 things he wishes investors knew about navigating the market here in 2022. When investors are preparing for retirement, it's tempting to want to "turn off the risk" in their accounts. Tom explains why that's not a good idea while...

Successful long-term investors invest through bear markets and recessions, not around them. In this week's video, Casey walks through our reasons for why we have so much conviction in long-term investing. Enduring short term market pain isn't easy. But if you can...

In this week's video Casey looks at how long **on average** it has taken for the stock market to bottom. Each market environment is different. But with everyone trying to "nail the bottom" it helps to have this context in mind. Our goal is not to try and time these...

Contributing more to your investments when the market is down may seem like throwing good money after bad. But, for long term investors, it is exactly what you want to be doing. You're buying shares of investments at a lower cost.... which is a good thing, right?!...

Inflation has been one of the hottest topics of 2022 so far. Everyone wants to know when is it going to be controlled? In this week's video, Tom discusses the latest update on a key component of inflation... the housing market. Tune in to hear the latest and find out...