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What's Going on in Europe?

Cathie Wood’s Ark Invest recently purchased European fund issuer Rize. The move shows yet another US-based issuer bringing their talents to Europe, a market that while only a fraction

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The Bull Case for India

India just hosted the G-20. Some of Apple’s latest iPhones are now being made there. The country’s demographics are compelling. And yet, as Hindenberg Research’s short of the Adani Group showed earlie

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The Mutual Fund Is Very Much Alive and Well

The death of mutual funds has been greatly exaggerated. With $24 trillion in assets, they outmatch funds two to one. And there’s good reason to keep tabs on them as bec

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The Weird Burden of QQQ

Invesco’s QQQ Trust Series 1, aka QQQ, is synonymous with tech investing—and performance, given that it’s nearlydoubled the S&P 500 over the last decade. But because the almost $200 billion exchan

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The No Downside ETF

It sounds too good to be true. An fund that is 100% protected from any losses but still gets to participate in stock market gains? While there is a catch and a trade-off involved, that

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7 Ways to Build the Best Retirement Plan

Is retirement constantly on your mind? Rather than getting stressed about when you’re going to retire or if you’ll have enough to get through retirement, you need to plan for it. Dean Barber and Bud K

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Considerations for Retiring Before 62 & 65

Two of the biggest retirement consideration concerns are not being able to retire before 62 (the age you can begin claiming Social Security) and 65 (when you become Medicare eligible). Dean Barber and

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Five Things to Watch in ETFs During the Second Half

It’s the third quarter and fund investors have finally gotten their FOMO bug back. While they’re currently plowing money into equities, how long can the good times last? This is just o

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Retirement Cash Flow: What You Need to Know

Today, Dean Barber and Logan DeGraeve will help us explore what retirement cash flow entails and why it's important. We’ll discuss when to address your plan for cash flow in retirement, how to determi

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Outdated Retirement Planning Strategies

Today, Dean Barber and Logan DeGraeve will help us examine the flaws of several outdated retirement planning strategies. We’ll look at outdated retirement planning strategies such as the 4% rule, savi

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What Is Financial Wellbeing?

Financial wellbeing is a term frequently mentioned, but what does it really mean? Bud Kasper and Logan DeGreave dive into the concept of financial wellbeing and explore its various aspects on this epi

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5 Big Things that Have Happened in 2023 So Far

As we approach the midway point of 2023, it's an opportune time to reflect on the significant events and changes that have unfolded in the financial landscape. Bud Kasper and Logan DeGraeve aim to pro

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The Race for the Bitcoin ETF Heats Up

Over the past decade, about 30 spot Bitcoin fund applications have been swatted aside by the US Securities and Exchange Commission. The outlook appeared dire. And then a surprise filin

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Can You Save too Much for Retirement?

When it comes to saving for retirement, we often hear about the importance of building a substantial nest egg. So, Dean Barber and Bud Kasper explored the concept of saving too much and its potentia

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Rebalancing Your Portfolio: Looking at a Midyear Rebalance

As we enter the second half of the year, it’s time to take a closer look at your investment portfolio and consider a midyear rebalance. Rebalancing your portfolio can help you stay on track toward you

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Retirement Lifestyle: What's Right for You?

Retirement is a time for new beginnings and enjoying the lifestyle you've always dreamed of. But what exactly does that mean to you? Dean Barber and Bud Kasper discuss what goes into defining your ret

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Federal Reserve Pauses Interest Rate Hikes: What's Next?

The Federal Reserve finally hit the pause button on raising the Fed funds rate at the FOMC’s June 14 meeting after 10 consecutive hikes. What does that mean for your financial planning strategy? Dean

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ETF Veteran Dalia Blass

Dalia Blass has a rare perspective on the fundindustry. Now a lawyer at Sullivan & Cromwell, she recently left BlackRock, where she was head of external affairs.Before that, Blass

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6 Things the Wealth Do with Their Money (That Most People Don't)

Thinking about retirement can be exciting. However, it can also be overwhelming. Our Modern Wealth Management team is here to help you so that retirement doesn’t feel overwhelming. One of the aspects

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How to Spend When You First Retire

Thinking about retirement can be exciting. However, it can also be overwhelming. Our Modern Wealth Management team is here to help you so that retirement doesn’t feel overwhelming. One of the aspects

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Must-Knows for Couples Retirement Planning

Retirement is a journey best taken together, but it can also bring its own set of challenges. Dean Barber and Bud Kasper want what’s best for all couples when it comes to retirement planning, so they

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What DIYers Overlook in Retirement Planning

On America’s Wealth Management Show, Dean Barber and Bud Kasper frequently talk about the things that you need to build a solid retirement foundation. They don’t want you to let your hard-earned money

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AI Mania Is Coming for ETFs

Unless you’ve been living under a rock, you’ve likely heard about how Artificial Intelligence is going to be a big deal. The fundindustry is as excited as any other, and has launched a

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Early Withdrawal Penalty: Avoiding the 10% Penalty

Are you aware of the potential pitfalls of early withdrawals from your retirement accounts? Dean Barber and Bud Kasper are going to take a deep dive into the IRA early withdrawal penalty and the excep

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What to Know About CDs, Bonds, and Treasuries

What’s going on in the world of conservative investments? Dean Barber and Bud Kasper get to the bottom of it, as they examine what you need to know about CDs, bonds, and treasuries on America’s Wealth

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Pros & Cons of Converting to a Roth IRA

Dean Barber and Bud Kasper always have a blast when they attend Ed Slott’s Elite IRA Advisor GroupSM workshops. At the workshop they attended in April in Baltimore, they reviewed several things to con

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How Much Do People Actually Spend in Retirement?

Many people dream about all the things they can do after they stop working, but how much do people spend in retirement? In October 2022, the Employee Benefit Research Institute conducted a survey on h

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The FOMO Drought

The S&P 500 Index is up 9%, the Nasdaq 100 has jumped 25% and Bitcoin-mining stocks are up more than 100%—and yet no one seems to care.At least that’s the case among fund investors

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Asset Allocation vs. Tax Allocation

Dean Barber and Bud Kasper have talked about asset allocation and tax allocation several times on America’s Wealth Management Show. And they’ve discussed asset location quite a bit too. Do you have a

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Why the 5 Years Before Retirement Are So Important

When you’re in your 50s or maybe early 60s, many of you will get to a point where you’re about five years from retirement. If that’s you, do you feel prepared for retirement? It’s a crucial stage of t

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5 Reasons to Retire

Some people are more than ready to retire while others truly enjoy their jobs and don’t have retirement on their minds. What camp are you in? Well, either way, you need to have a financial plan. There

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Retiring with Debt: What's OK?

The death of mutual funds has been greatly exaggerated. With $24 trillion in assets, they outmatch funds two to one. And there’s good reason to keep tabs on them as bec3