Tom’s Investment Philosophy on Competing Priorities Transcript: Katie Nealis: I have so much money to save. Should I be investing for retirement or college education for my kids? Tom Vaughan: Ah, okay. That’s a loaded question. So basically what happens for most people, you know, just a limited amount of money to save, right? I
Transcript: Tom Vaughan: Hello, everybody, welcome to Wednesday. The S&P 500 was up .1%, today. Really kind of interesting day, because Chairman Powell was testifying in front of Congress and again, talked about how inflation would be transitionary, it wouldn’t be permanent, as far as they’re concerned. We did see the yield on the 10
Tom Reminds us to Watch for Surprises in Retirement Transcript: Katie Nealis: What are some common expenses that you see in retirement that everyone may not be aware of? Tom Vaughan: Oh, yeah, that’s actually a pretty common question. Because, you know, it’s one of the things we all worry about, we get to a
Take Your Time and Consider Goals When You Inherit Transcript: Katie Nealis: I inherited a decent amount of money, how should I allocate it? Easan Arulanantham: So, first thing I do is slow down. You don’t make any rash decisions. Like, if you got enough money, you quit your job, buy a new Ferrari and
Tom’s Take on Investing in Cybersecurity ETFs Transcript: Katie Nealis: We have this huge ransomware attack. I’m interested in investing in cybersecurity. What is the best way to do that? Tom Vaughan: Yeah, that’s a good question. Actually. We have been investing in cybersecurity. So there’s a couple of different things that I would say
Transcript: Tom Vaughan: Hello, everybody, welcome to Tuesday. The S&P 500 was down .35%, today. That’s exactly how much it was up yesterday, so it kind of took that back. But today was very fascinating, because in the morning, they reported the inflation numbers, and the Consumer Price Index was up 5.4%, compared to last
Transcript: Tom Vaughan: Hello, everybody, welcome to Monday. The S&P 500 was up .35% today: Hit an all time record high. And I want to share with you some of the research that I worked on this weekend that I think is very fascinating. If you look back to last year, basically you could find
Use Tom’s Free Retirement Income Builder Tool! Transcript: Katie Nealis: What are the best steps to get income for my retirement? Tom Vaughan: Oh, okay. That’s a good question. It’s the key aspect you know, I remember, you know, a client one time said, I want to, you know, go to school for 25 years
Transcript: Tom Vaughan: For starters, what I’m going to do, is talk about the market as a whole; kind of a summary for the week, but I’m gonna do something a little bit different. About once a quarter, I do what I call “Positive Friday.” And so on “Positive Friday”, what I’m trying to do
Tom’s Advice is to Examine Your Lifestyle when Planning to Retire Transcript: Katie Nealis: How do I figure out the income needed for my retirement? Easan Arulanantham: So when we do a plan, a lot of the times, we just start with what is your current lifestyle? How much money are you spending or spending