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Tom’s Week in Review May 2-6, 2022

Transcript: Tom Vaughan: I’ve, of course always like to start with a summary of what I saw happening with the market this week. Really amazing week all together. And let me show you a chart here just for starters. So here’s that, you know, year to date S&P 500 chart. And Monday, Tuesday, Wednesday or

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Market Update: Market Takes Back Yesterday’s Gains

Transcript: Tom Vaughan: Hello, everybody, welcome to Thursday. Unfortunately, red shirt day today, S&P 500 is down 3.6%. We’ve basically retraced all the gains that we made this week. And on Monday we opened up and we actually hit the lowest point for the year rallied up ended up with an update Tuesday was an

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How Much Risk Should I Take Investing?

Transcript: Easan Arulanantham: Yeah, another common question we have in a lot of our meetings is, how much risk should I be taking on? You know, what, you know, what should my allocation be? You know, how much stock? How much bond? It’s a, you know? And it’s a very, it could be a very

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Qualified Charitable Distributions

Transcript: Easan Arulanantham: So we have a question. And that’s kind of like a tax question is, what is a qualified charitable distribution, we have this at the end of the year usually. But, you know, since tax season just ended, it’s kind of good to be a little bit more thoughtful with your taxes.

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What You Need to Know About Your Retirement Withdrawal Strategy

Transcript: Easan Arulanantham: Yeah, and our first question is we get all the time is, I just started retirement, which accounts do I pull my money from? First, you know, we have multiple buckets of money, we have our taxable tax free and tax deferred. Which one? Should I be pulling my money from first?

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Tom’s Week in Review April 25-29, 2022

Transcript: Tom Vaughan: I do like to start with my weekly summary of just kind of what I saw happening in the market this week. And of course, we’re just in this incredible timeframe, there’smore crosscurrents going on than I’ve really seen in my entire career, it’s a great time to be looking to learn

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Market Update: April 27, 2022 Earnings Bring Market Up

Transcript: Tom Vaughan: Hello, everybody, welcome to Wednesday, the S&P 500 was up point 2%. Today, largely driven by the earnings that reported last night. VSA beat expectations. They were up six and a half percent today, Microsoft beat expectations they’re up 4.7%. Today, Google unfortunately missed expectations, they were down 3.7% today, but overall,

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