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Tom’s Week in Review Oct. 25-29, 2021

Transcript: Tom Vaughan: So I always like to start off the show with just kind of a summary of what I see happening in the market. And although I was gone, one thing that I always do is keep track of what’s happening with the portfolios and with the market, and it’s been a really

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Are Treasury Inflation-Protected Securities a Good Bet?

Transcript: Easan Arulanantham: “Are Treasury iBonds i.e. inflation protected treasury bonds a good bet for an inflation period? Tom Vaughan: Yeah. As Easan said, this came in as a comment on our YouTube video that we posted on our channel, dealing with how to deal with inflation. So the question is, should you use treasury

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Poor Financial Decisions That Might Impact Your Retirement Financial Plan

Transcript: Easan Arulanantham: So, this is a planning question: “do you examples of poor financial decisions made by clients that by changing their plans, changed their plan’s success rate?” Tom Vaughan: Yeah, this question came in. So I’ve been thinking about, it’s kind of interesting…We have 270 households that we are helping, and it’s amazing

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Tom’s Week in Review Oct. 18-22, 2021

Tom Vaughan: I do always like to start the show off with a summary of kind of what I saw happen in the stock market this week. And this was a really fantastic week actually going back to the end of last week, we actually had seven days in a row where the S&P 500

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What Makes The 60/40 Portfolio “Efficient?”

Transcript: Easan Arulanantham: “Last week, you mentioned the 60/40 portfolio is really efficient. What does that mean? What are you talking about when you say “efficient?” Tom Vaughan: So, efficiency has at least with investing, in my opinion, has to do with what return you’re getting for each unit of risk that you’re taking. So

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Market Update: October 13, 2021 Trying To Fix The Supply Chain

Transcript: Tom Vaughan: Hello, everybody, welcome to Wednesday. The S&P 500 was up .3%, today. A lot of green on the board today, actually. The NASDAQ was up. There was a lot of good things happening. Earnings that came out today, that started from some of the bigger companies, were at least decent altogether, and

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How Will The 15% Global Tax Affect The U.S.?

Transcript: Easan Arulanantham: “So, earlier today, there’s some agreement on the 15% Global Tax. Could you explain what that is, and what it could mean for the US?” Tom Vaughan: Oh, yeah, this just came out literally just before the show started. I was reading an article on this. It’s been talked about for a

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