August 17, 2021

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Market Update: August 17, 2021 Why Most Downturns Are A Good Thing

Transcript: Tom Vaughan:Hello, everybody, welcome to Tuesday. The S&P 500 was down .7%, today. We had some retail sales numbers that came out, softer than expected; the market kind of fell from that information. Having said that, we need to have a little downturn here, in my opinion. It’s been a little while since we

August 17, 2021

How Do Couples Overcome Differing Values and Goals in Financial Planning?

Tom Recommends Working Issues Out Together, with Your Advisor Transcript: Katie Nealis: So, Tom, you’ve completed 1000s of financial plans and your experience, where do most couples have issues being face to face and their financial plan? And do you think these there are topics that should be figured out before they come to you

August 17, 2021