Financial Education Videos
Financial Education
How Does War Impact the Stock Market?
Should we be worried? In terms of the stock market, the short answer is no. Matthews Barnett, CFP®, ChFC®, CLU®, Financial Planning Specialist, discusses how war impacts the stock market. [...]
Avoid the Annuity Salesperson
Avoid the annuity salesperson! Annuity salespeople try to persuade you by using the term “free”. However, when that term is used, there is most likely a catch. There is a [...]
2022 Inflation Crisis
2022 Inflation Crisis When you look back at inflation historically, 1991 was the last time inflation had the amount of increase that it currently has in 2022. Let's start be [...]
Healthcare Premiums Explained: Before and After Retirement
Unfortunately, one of the biggest costs for retirees ends up being healthcare costs. If you retire at 65 years old, you can go on Medicare, but prior to 65, whether [...]
Vanguard Releases 2022 Market Analysis
Vanguard released their 2022 market analysis recently. Vanguard expects US large cap stocks to be up 3.2% in 2022. Vanguard sees lower inflation by the end of 2022. They also [...]
Fire Your Small Cap Mutual Fund Manager
We have found through research that 78% of small cap managers were unable to beat the index. The news is even worse for longer periods of time. Over the past [...]
Using Bonds in Portfolios in 2022
Bonds have had a difficult time in this marketplace. Bonds provide us with a more stable return and stable principle. Bonds have an interest rate that provides income to the [...]
New Years Resolutions to Be Financially Successful in 2022
It's time to think about New Years resolutions again. Many people often have financial New Years resolutions, such as getting out of debt or saving more. Casey walks you through [...]
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