Jim's Take

Jim and Tyler explain strategies that families have used to make the Vacation House an enjoyable experience for all! Also, they will go through some pitfalls to avoid. Of course, a "Best Practice" for one family may be a "Worst Practice" for another! Leave us a comment or question on our website to be featured on the show. https://vaughanandco.com/jims-take-the-podcast/

Jim and Tyler explain all the tax advantaged accounts and the differences between them. Not only do they explain tax advantaged accounts but they go through strategies to defer and mitigate taxes. Join us on another important tax journey. 

"Nothing is certain but death and taxes" - Benjamin Franklin. Join us on this informative episode on how your investment account is taxed.  Jim and Tyler explain capital gains and losses and how to use them to your advantage. They discuss the tax loss harvesting investment strategy. 

In this episode, Jim and Tyler help explain recent Headlines and Market Volatility. Their goal is to help you better understand the Headlines and provide guidance through this turbulent time. 

Jim and Tyler take a deep dive into how the stock market moves in cycles.  Jim and Tyler go through the difference between Passive and Active investing, Market Timing, and Buy and Hold Strategies. Jim explains  Vaughan & Co. Securities, Inc.'s investment strategy for its clients and their families.

Jim and Tyler discuss 401(k) and 403(b) plans from the view of a participant. They discuss the benefits of participating in 401(k) and 403(b) plans. The investment products offered in the retirement plans are explained. 

Jim and Tyler discuss how Vaughan & Co. Securities, Inc. helps local business owners manage their 401(k) plans. They break down the benefits of having a 401(k) plan and how to properly maintain it. To schedule, a free review of your 401(k) plan click the link below.  https://vaughanandco.com/contact/

In this episode, Jim and Tyler answer questions they have received from clients regarding inflation. From "Is Inflation transitory?" to "How to invest in high inflation environments?" Jim explains Vaughan & Co.  Securities, Inc.'s investment philosophy on how to invest with inflation. 

Jim tells Tyler the story of how Vaughan & Co. Securities, Inc. was created. They discuss how the firm's expertise evolved over time and their services for their clients expanded to help client families achieve prosperity. 

Vaughan & Co. Securities, Inc. presents "Jim's Take" an interactive and informative investing podcast series. Here's a sneak peek of what to expect!