Financial video library

"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...

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...