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The ETF Story 2: The Report

Government reports are known more for curing insomnia than providing inspiration for revolutionary products. The October 1987 Market Break Report might be an exception. A paragraph deep in the SEC's 8

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The ETF Story 1: The Crash

Thirty years ago today, the very first fund started trading on the American Stock Exchange. At the time, Bill Clinton had just moved into the White House and America was trying on a ne

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What Is Financial Planning?

What is financial planning? This week, Dean Barber and Bud Kasper define financial planning and its components, from taxes to resources and schedule a conversation here: barberfinanci

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Retirement Income During a Recession

This week, Dean Barber and Bud Kasper tackle the possibility of an impending recession, and things you should be thinking about and and doing to protect yourself.Find resources and schedule a conversa

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Meet One of ETF’s Founding Fathers

This month marks the 30th birthday of the SPDR S&P 500 ETF Trust (SPY), the granddaddy ETF that started it all and is still the largest and most-traded ETF in the world. But getting this ETF launc

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5 Financial Updates for 2023

A handful of changes relevant to retirees happened on January 1, 2023. Dean and Bud breakdown some of the most important changes that took place as we turned the page on 2022.Find resources and schedu

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Congress Passes New Retirement Rules

The SECURE Act 2.0 was signed into law last week. Listen as Dean and Bud discuss the new retirement rules passed by Congress and how they could impact you.Find resources and schedule a conversation he

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23 ETFs for 2023

From inflation and the Federal Reserve, China and Russia, fundamentals and Bitcoin, there’s no shortage of themes for investors to think about in 2023. And while we can’t give you investing advice, we

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Introducing: Crash Course

Hosted by Bloomberg Opinion senior executive editor Tim O'Brien, Crash Course will bring listeners directly into the arenas where epic business and social upheavals occur. Every week, Crash Course wil

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4 Things We Learned in 2022

Happy New Year, everybody! We’re going to take a step back and reflect a little bit because we need to learn from history. In this case, we’re calling 2022 history! 2022, was a year with insane inflat

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Recession Fears Remain High for the Holidays

While our focus of this episode is ongoing recession fears, we want to start out by wishing you and yours a very merry Christmas and a happy holiday season. We hope you stay warm, safe, and enjoy time

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Now There AreOne-Stop Shops to Launch Your ETF

Got an idea for an fund but don’t want to deal with the logistics? A group of “white label” ETF issuers are in the business of helping people launch their own fund—and business is boom

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Retirement Plan Updates for 2023

Sometimes, the best Christmas gifts can come from someone that you least expect. We’re already seeing that that could be the case this year following an exciting announcement from the IRS. No, that’s

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8 Tips on Saving for Retirement

Saving for retirement can feel like a daunting task. It doesn’t need to be, though. Bud Kasper and Logan DeGraeve offer eight tips on saving for retirement that can begin giving you clarity and confid

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The ETF Era Is Going to Be Here for a While

The future is very bright for ETFs, which in 2022 saw record volume and the second most flows and new launches—all astounding numbers considering the stock and bond markets were in the gutter return-

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5 Retirement Mistakes to Avoid

Is this another dead cat bounce or the beginning of the next bull market? Dean Barber and Bud Kasper look into the dead cat bounces that we’ve had so far in 2022 to get a better idea of what the answe

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What the Crypto Crash Means for ETFs

The crypto market may not be dead, but it’s arguably in a temporary coma thanks to the spectacular implosion of Sam FTX. The bankrupt crypto exchange, with billions of dollars of custo

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4 Ways Retirees Can Give Back

Is this another dead cat bounce or the beginning of the next bull market? Dean Barber and Bud Kasper look into the dead cat bounces that we’ve had so far in 2022 to get a better idea of what the answe

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Dead Cat Bounces

Is this another dead cat bounce or the beginning of the next bull market? Dean Barber and Bud Kasper look into the dead cat bounces that we’ve had so far in 2022 to get a better idea of what the answe

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More Interest Rate Hikes on the Way?

The Federal Reserve is determined to stop inflation. They’re so determined to stop inflation that they’re willing to implement more interest rate hikes that could lead us into a deep recession. Dean B

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Alternative ETFs Finally Get Their Moment in the Sun

It took 15 years for an ideal environment to arrive for alternative funds—which employ or mimic hedge fund strategies—but their moment has finally come. They’ve grown assets by 25% thi

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Targeting the Toughest Diseases (Sponsored Content)

The battle against humanity’s most challenging diseases is happening at the intersection of business and medicine. A new six-episode podcast called Targeting the Toughest Diseases explores how Vertex

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Inherited IRA Rules

The rules of inherited IRAs are extremely difficult to understand due to the SECURE Act, yet they must be understood. Dean Barber and Bud Kasper review the inherited IRA rules and explain how the can

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8 Challenges in Retirement

Planning for a fulfilling retirement isn’t something that can be done in a blink of an eye. It takes time and a lot of preparation to overcome a lot of retirement challenges that many people don’t eve

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The ETF Graveyard

Every year there's far more ETF launches than closures. But market headwinds are starting to accelerate the number of liquidations. So far this year the Grim Reaper has already come for about 100 ETFs

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5 Wealth Protection Tactics

If we’ve learned anything about what the market has done in 2022, it’s that being patient is pivotal. Rather than giving into fear and greed, Dean Barber and Bud Kasper share five wealth protection ta

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KPOP’s Hit Factory Comes to Investing

South Korea is having a moment. Between the stellar rise of K-pop and worldwide film hits such as Parasite and Squid Game, the country has established itself as a power to be reckoned with when it com

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Financial Planning Month

Did you know that October is National Financial Planning Month? It honestly came close to slipping our minds because we believe every month should be National Financial Planning Month. Dean Barber, Bu

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Cash Is Still King

Boring is beautiful this year as investors rush to the relative safety (and higher yields) of funds that hold short-term treasuries. But what exactly is inside them? And what are the r

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Beware of the BEAR

Let's face it, bear markets are scary. The stock market is in a bear market. And guess what? We are dangerously close to a bear market in the bond market. Join Dean Barber and Bud Kasper as they tackl

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How to Plan for Inflation

The Federal Reserve is raising interest rates to combat it, but inflation still looms large over the US economy. How do you build a plan that considers such a surge in inflation and interest rates? Fi

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Creating a Game Plan for Retirement

What is financial planning? This week, Dean Barber and Bud Kasper define financial planning and its components, from taxes to resources and schedule a conversation here: barberfinanci3