In this week’s episode of the podcast, Casey joins the show. He comes on the podcast to talk with Tom about a recent press release from the SEC about proposed rule changes for advisors. They break down the current rules for advisors and brokers in terms of marketing and advertising, and explain the possible benefits […]

In this week’s podcast, the guys discuss a recently filed complaint against Robinhood. Day trading apps have become more popular in 2020, but far too many individuals simply don’t know the dangers involved with this casino-like platform. Investing is not a game. It should not be fun, and anyone who convinces you it is fun […]

Following a Yahoo Finance article from Dave Ramsey, the guys weigh in on 10 personal finance tips.  While Ramsey speaks to the masses, the guys take some of the one-line advice and add some context, nuance, and personalization to it.  It’s called personal finance for a reason, right? Show Notes ‘Dave Ramsey Says Beware of […]

If 2020 has taught us anything, it’s that price targets for the following year are really just guesses.  At best they’re entertainment and at worst they’re harmful nonsense to individual investors.  Nobody could’ve predicted the events of 2020, and surely nobody could’ve predicted the market’s reaction to those events.  Our advice for 2021: stop trying […]

The stock market and the economy have been almost disorienting this year in 2020.  It’s been a polarizing year, and we still have a few weeks to go.  In this podcast, Tom and Tim discuss the current state of the stock market alongside the economy.  The Dow Jones hit 30,000 for the first time ever […]

It’s been a roller coaster year in the markets here in 2020.  As we wind down the fourth quarter, it’s interesting to look at what areas of the market have performed well and when.  In this episode of the podcast, we discuss why those numbers may surprise some investors. Show Notes ‘The Worst Thing You […]

2020 has been a chaotic year for people – personally, emotionally, financially, you name it.  Don’t let your 2020 taxes be chaotic too! In this episode of the podcast, we discussed 10 year-end tax tips to consider during the last 6+ weeks of the year. Show Notes ’10 Tax Planning Steps to Take Before New […]

When you work with a fee-only fiduciary investment advisor, you know that any recommendation or investment decision is 100% in YOUR best interest.  In Ep. 330, Tom and Tim discuss the value of a fiduciary during volatile markets like what we’ve experienced in 2020. Show Notes ‘The Stock Market Doesn’t Care Who Wins’ – Josh […]

There’s an advantage that we all possess, but very few of us rarely use.  In this week’s podcast, the guys discuss the power of compound interest and why hardly anybody gives it the full time it needs to be really effective.  Whether it’s ripping up the script because of an impending Presidential election, or getting […]

If you’re going to pay attention to pundits on TV, be sure to pay attention to what they’re actually DOING with their own money.  In this week’s podcast, the guys talk about how professional investors are a large part of the group speculating on hot stocks like Zoom while also scolding individuals for doing the […]