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The $30 Trillion ETF Market Is Coming

funds could go from $9 trillion in global assets today to $30 trillion in the next decade as investors far and wide continue to migrate from mutual funds. This is the predictionthat Br

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What Is Wealth? 4 Types of Wealth

Time is always precious, but it becomes even more precious in retirement. Whether it’s spending time with loved ones, time doing the things you love, or time free from financial worries, it’s easy to

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Time Is Your Scarcest Resource in Retirement

Time is always precious, but it becomes even more precious in retirement. Whether it’s spending time with loved ones, time doing the things you love, or time free from financial worries, it’s easy to

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Roth Conversion Rules

If you have most your retirement savings in a traditional IRA or 401(k), maybe it’s time for you to think about Roth conversions. The thing is that deciding to contribute to Roth vs. traditional isn’t

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Meet Modern Wealth Management

In case you missed it earlier this week, we had some very exciting news to share! Barber Financial Group and Osiwala Financial Group are now Modern Wealth Management. This is a big announcement that t

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The Hottest New Trade Is the Most Boring

Thehottest new trade is the most boring asset class: money market mutual funds. Once regarded as a no-yield would only use to park cash in a crisis, they now yield more than 4.5%. In t

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2023 Taxes: Time to Start Planning

Another tax filing season is in the books, which is probably a big relief for some of you and our CPAs. But that doesn’t mean it’s time to take an out-of-sight, out-of-mind approach with your tax docu

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Is Inflation Slowing?

Dean Barber and Bud Kasper share their thoughts on what’s going on with inflation and how you can plan for it.Schedule a Meeting:

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The Lowdown on Increasing Your ETF IQ’

The first fund television show ever created, Bloomberg’s ETF IQ, just finished its first year on the air. On this episode, we talk to its anchors, Matt Miller and Katie Greifeld, about

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Retirement Age: It's Just a Number

Retirement Age is a term tossed around quite often when it comes to discussing planning for retirement. Dean Barber and Logan DeGraeve breakdown some myths associated with the term retirement age an

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Retirement Withdrawal Strategy: You Need a Plan

Having a strategy for you retirement withdrawals is crucial. Dean Barber and Logan DeGraeve discuss why on the latest episode of America’s Wealth Management Show.Schedule a Meeting:

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Things Retirees Should Stop Doing

We try to share as much education with you as possible on things you should do to prepare for and do in retirement so that you can live your one best financial life. But there are things that you need

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The Effect of Rising Interest Rates on the Economy

In case you missed it, Federal Reserve Chairman Jerome Powell announced another 0.25% Fed funds rate hike on March 22. The Fed funds rate is now in the 4.75-5% range. So, where will interest rates go

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The Aftermath of Another Banking Mess, This Time in Europe

UBS recently acquired its troubled neighbor, Credit Suisse, creating a Swiss megabank. How it all went down led to an avalanche of headlines, with a few interesting angles for investors in things such

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RMD Age in 2023: What's Your Required Beginning Date?

There are new rules about Required Minimum Distributions and the RMD age after the SECURE Act 2.0 went into effect on January 1, 2023. RMDs can be very tricky, but it’s critical to understand how to p

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Lost Decades in the Stock Market

We talk a lot about stress testing for a variety of economic conditions when building a financial plan. It becomes that much more important when a lost decade occurs. That's when the stock market is f

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401(k) in Retirement: Managing Your Biggest Asset

According to Fidelity, retirees lost an average of 23% in their 401(k) savings in 2022. That’s devastating. But that begs the question, why do retirees still have money in 401(k) accounts? Bud Kasper

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The Situation With Midsize Banks

In barely a week, three banks a lot of people had never heard of—Silvergate, Silicon Valley and became toast. The US government found itself playing backstop to prevent an escalatio

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What Is Tax Planning?

Even with being super busy during tax season, CPA and Director of Tax, Corey Hulstein was kind enough to take some time to join Dean Barber and Bud Kasper on America’s Wealth Management Show to help a

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Want to Retire in 10 Years? Here's What You Need to Know

So, let’s say you want to retire in 10 years. What do you need to do to start planning for retirement? Bud Kasper, CFP® and Logan DeGraeve, CFP® discuss how to begin building a financial plan, what al

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This ETF Is Betting Against Jim Cramer’s Picks

Jim Cramer—the host of Mad Money on CNBC—makes a lot of investing calls. It’s part of his shtick. Andas you can easily divine from social media, not all of them pan out. The new Inverse Cramer Tracker

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IRAs Are Bad for Wealth Transfer

Do you remember when IRAs were good? Congress messed that up with the SECURE Act. IRAs are now a bad wealth transfer option. Dean Barber and Bud Kasper will help explain why that is and what all to co

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7 Reasons Why Retirement Planning Is Important

Why is retirement planning important? Bud Kasper and Logan DeGraeve dig into why retirement planning is about more than just saving. Find resources and schedule a conversation here:

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Exchanging Exchanges at Exchange

The Exchange ETF Conference was recently held in Miami Beach with more than 1,000 people in attendance. While the gatheringwas as popular as ever and networkingin full bloom, the vibe was a little mor

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Preparing for Retirement: How to Win the Big Game

Logan DeGraeveand Bud Kasper are gearing up for the big game, but it's not the big game on Sunday between the Kansas City Chiefs and Philadelphia Eagles. They're preparing for the big game that is you

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Are Retirement Benefits Taxable?

Dean Barber and Bud Kasper review several tax planning strategies for various source of retirement income. Their goal is to answer the question, are retirement benefits taxable, and if they are, how

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Are ETFs Killing Future Stock Market Returns?

The rise of index funds, funds and passive investing in recent years has been nothing short of momentous, as investors across the US and around the world learnto rely on slow-and-stead

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Covid Cures and Conspiracies Introducing: The Deadly Cure

Smoke Screen: Deadly Cure is a podcast about a family on the fringe who convinced tens of thousands of people across the globe to buy a miracle liquid made of poison, the international conspiracy they

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The ETF Story 6: The Revolution

SPY wasn’t just a hit product, it was an inspiration for an entire industry to take off. But it didn’t happen overnight. It took about 10 years for the ETF structure to be utilized for other asset cla

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The ETF Story 5: The Sleeper

SPDR S&P 500, or SPY, is the world’s largest ETF today with about $240 billion in assets, but it wasn’t much to look at when it debuted in 1993. Some days it was on “volume life support,” trading

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The ETF Story 4: The Competition

Just as Steve Jobs and Steve Wozniak weren’t the only two geeks in a garage working on a computer in the 1970s, the AMEX wasn’t the only exchange looking to get a market basket instrument listed. The

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The ETF Story 3: The Approval

Time is always precious, but it becomes even more precious in retirement. Whether it’s spending time with loved ones, time doing the things you love, or time free from financial worries, it’s easy to3