In this week’s podcast, Brendan, Tom and Casey discuss the Fed’s decision to raise interest rates and the effects it might cause in the stock market and economy at large. The guys break down all the latest including inflation, oil/gas prices, housing and more. If your bear market and recession fears are peaking, this […]

In this week’s podcast, Tom and Casey discuss how the current economic data is telling two stories. We have historically low unemployment numbers but also historically high inflation, so what does that mean for everyday investors? The guys draw on historical examples to show how the economic levers the Fed is pulling take time to […]

There has been a lot of talk about the Fed’s plan for quantitative tightening lately. But what exactly does that mean? And what should everyday investors expect? The Fed has been under the microscope so far in 2022 due to raising interest rates. But there is another side to the story. On this week’s podcast, […]

In this week’s podcast, Tom and Casey summarize and provide context on the latest economic data. While also discussing several companies’ recent earnings reports. They cover the following: Does a good company make a good stock? How is the Fed reacting to the latest economic data? Why are housing and inflation so intertwined? Tune in […]

In this weeks podcast, Brendan and Casey discuss how short term market losses impact retirement plans. They explain how to handle investment account distributions when markets are rocky and the importance of aligning your portfolio with your income needs. This is a question we’ve been getting a lot lately, so tune in if it’s on […]

All the stock market headlines are doom and gloom right now. In this week’s podcast Casey doesn’t claim to have all the answers, but he aims to balance out that negativity by providing some facts and figures that have caught our eye here recently. He covers what tends to happen when sentiment gets this bearish […]

Tom talks all things capital gains tax rates in this week’s podcast. Now that 2021’s tax deadline has passed, it’s time to start looking for changes to make as we head further into 2022. He covers common misconceptions regarding capital gains taxes. As well as diving into whether it is better for married couples to […]

There are a lot of comparisons being made between the current economy and the economy of the late 70’s and early 80’s. The guys discuss the similarities AND differences, while highlighting whether or not bonds still act as a diversifier and how to think about future bond returns. We’ve been getting a lot of questions […]

If you’ve been seeing headlines about the yield curve lately and don’t know what that is or what it means, look no further than this week’s podcast. The guys discuss rising interest rates, what’s been going on in the bond market, and why everyone in the financial media is using the yield curve to try […]

Being able to pay off your mortgage is the dream for every homeowner. But is it a good idea for retirees to use their retirement assets to get rid of mortgage debt? In this week’s podcast, Brendan and Casey breakdown the different aspects of this decision. They weigh the options and highlight how it impacts […]