Investor Education

Tom Talks about Roth IRA Restrictions Transcript: Katie Nealis: Here’s another great question, I want to contribute to a Roth IRA. Are there restrictions that I need to know about? Tom Vaughan: Yeah, so there’s two things with a Roth IRA. One is contributing money. And the other one is converting money from an IRA

Tom Explains how Funding Retirement has Shifted from Companies to Individuals Transcript: Katie Nealis: Why did companies stop funding pensions for workers? Tom Vaughan: Oh, yeah. So you know, even in this valley, if you came here and work at Lockheed, or General Electric or IBM, you know, they had pensions and you would go

Tom Provides Advice for Those Who Start Saving Sooner Transcript: Katie Nealis: So I’m 25, almost 26, would you give the same advice or different advice to that question (How Aggressive Should My Portfolio Be?)? Tom Vaughan: Yeah, you could make a much stronger argument for you to be aggressive, because you’re actually looking at,

Tom Will Plan Safely to Visit with Clients and Prospects Transcript: Katie Nealis: So I have another question from Sam, do you think you’ll do any more in person seminars now that more people are getting vaccinated? Tom Vaughan: Oh, yeah. So we were doing seminars, at restaurants, specifically, L B, steak at Santana Row,

Tom Provides Advice for Those Who Start Saving Later Transcript: Katie Nealis: So we have another question that came in from Otto and it says, If I start a retirement account later in life, should I be more or less aggressive? Tom Vaughan: Oh, yeah, that’s a good question. Because here’s, here’s how I’d answer

Tom Talks about what Support Means to the Market Transcript: Katie Nealis: So another question that we have from Lisa is what exactly do you mean when you refer to support when talking about investing? Tom Vaughan: Oh, okay. Yeah, support is an interesting area, I talk about it a lot in my daily videos.

Will Tom Wear a Green Shirt Today? Transcript: Katie Nealis: We have another great question here about your daily videos. So, in your daily videos, sometimes you talk about a green shirt day. What does that mean? Tom Vaughan: Well, that just comes from, you know, I had only a few of these polo shirts,

Tom Explains that Clean Energy is Developing Transcript: Katie Nealis: So we have another great question in here from mod. If clean energy has a bright future, why does it seem to go up and down and not just up? Tom Vaughan: Oh, that’s a great question. Because clean energy had a phenomenal year, last

Tom Explains the Difference in a Bear vs a Bull Market Transcript: Katie Nealis: So Tom, in your office, you have a few statues of bears and bulls fighting. Can you explain what a bear market versus a bull market is? Tom Vaughan: Yeah, I’ve always found that kind of interesting because you know, you’re