In this week’s podcast, Tom, Tim, Brendan and Casey discuss starting to save for retirement later in life. The guys cover what you should prioritize, how to set realistic goals and ultimately how you can squeeze a lifetime of savings into a smaller amount of time. If you find yourself getting ready to retire without […]

In this week’s podcast, the guys cover alternative investments and peel back the curtain on these difficult to understand investment products. When the market is volatile, like it has been in 2022, these product sales always skyrocket. And the promise of safety allures investors into not fully understanding what it is they are putting their […]

In this week’s podcast, the guys discuss the most recent examples of the stock market looking ahead of the economy. Tim, Tom, Brendan and Casey discuss how the stock market performs relative to GDP, the unemployment rate and earnings. They also debate whether or not the market is “valued” appropriately in comparison to past drawdowns. […]

In this week’s podcast, Tom, Tim and Casey discuss the eye-popping results of a survey that asked millionaires how they are feeling about retirement. This leads the guys into a broader conversation about changing market dynamics, like fixed income products offering better rates, and what they are seeing underneath the hood of the stock […]

In this week’s podcast, Tom, Tim, Brendan and Casey discuss the latest inflation reading and what impact it is having on the stock market. The cost of living adjustment for Social Security was also announced yesterday. The guys break down why this year’s adjustment might feel better than last year’s. The market has been […]

Topic 2   Interest rates have an impact on just about every part of our financial lives. And when they move up as quickly as they have in 2022, it causes some major changes. In this week’s podcast, Tom, Tim, Brendan and Casey discuss the impact interest rates have on bond prices. They share some […]

Whether it is pension funds, or individuals saving for retirement, the message remains the same, investment returns cannot make up for a savings shortfall. In this week’s podcast, Tom, Tim, Brendan and Casey discuss the near forced liquidation of some pension funds in the United Kingdom. They breakdown the volatile U.K. bond market and highlight […]

The state of the economy continues to make headlines here in 2022. So in this week’s podcast, Tom, Brendan and Casey discuss what is actually happening in the economy. They share their thoughts on the latest moves by the Federal Reserve and breakdown what they are seeing with interest rates, stock market earnings, housing and […]

Bonds have been having an outlier year due to rising interest rates so far here in 2022. But has it changed the overall dynamic of stocks and bonds in a portfolio? Brendan, Tim and Casey discuss why bond investors are bailing out, where bond returns come from and whether or not bonds are serving their […]

A common misconception amongst investors is that investment returns would be better if they could somehow avoid recessions. But is that actually true? In this week’s podcast, Brendan and Casey settle this debate once and for all. They share historical statistics about investing through past recessions and get in to what these numbers mean […]