Jim's Take

Jim and Tyler discuss Vaughan & Co.'s famous Saver, Lender and Owner speech in terms of the Risk.  Jim explains the different types of Risk involved with different asset classes. 

Jim and Tyler expand upon the debate of Stocks vs. Bonds to include a breakdown of Value vs. Growth. 

Welcome to part four of "Questions You Were Afraid to Ask". Jim throughout his 40 years of experience created a list of questions that clients were afraid to ask him.  Jim and Tyler answer "What is the RIGHT investment for me?"

Welcome to part three of "Questions You Were Afraid to Ask". Jim throughout his 40 years of experience created a list of questions that clients were afraid to ask him.  Jim and Tyler discuss the battle of Stock vs. Bonds

Welcome back to "Market Minutes", where Jim and Tyler attempt to give you a market summary in under 5 minutes. In this episode, we cover Banks, GDP, and Unemployment. 

Welcome to episode one of "Questions You Were Afraid to Ask". Jim throughout his 40 years of experience created a list of questions that clients were afraid to ask him.  Jim and Tyler answer "What are Mutual Funds, Exchange Traded Funds, and Hedge Funds?"

Welcome to episode one of "Questions You Were Afraid to Ask". Jim throughout his 40 years of experience created a list of questions that clients were afraid to ask him.  Jim and Tyler answer "What is Active vs. Passive investing?"

This episode reviews indexes and why they are important. Jim and Tyler explain what each index represents and the history behind them. They hope you will be able to answer "What is a Dow?" by the end of this episode. 

Jim and Tyler dive into the bank failure of Silicon Valley Bank. In the face of market volatility, they explain the importance of a long-term mindset. In addition, they share some good news regarding the economy.   

"A Guide for Widows" is a continuation of both our Estate Planning and Book Recommendation episodes. Jim and Tyler discuss key takeaways from the book  "On Your Own: A Widow's Passage to Emotional and Financial Well-Being" by Alexandra Armstrong and Mary Donahue.    

Jim and Tyler discuss the new laws enacted in Setting Every Community Up for Retirement Act (SECURE) 2.0. They dive into major changes in IRAs, 529 plans, and Retirement Plans. Click the link to read the latest blog post on SECURE Act 2.0 for more information. 

Welcome to our new segment, "Market Minutes". Where Jim and Tyler attempt to give you a market summary in under 5 minutes. 

Jim and Tyler discuss common mistakes their clients make with their Retirement Plans (401k and 403b).  They go into detail about how Vaughan & Co. has a solution to solve this problem. For more information go to www.vaughanandco.com

Jim and Tyler discuss different factors of retirement for teachers. Tyler explains all the New Jersey Teacher Pension options. Jim describes the importance of using a financial plan to make the right retirement decision for each teacher. 

Not one, not two, but a three-year review of the stock market. Jim and Tyler explain events and their impact on the stock market. Jim goes into detail about the mindset of an equity-oriented investor. 

Jim and Tyler discuss different education savings programs with a focus on 529 plans. Also, Jim explains how to keep up with the rising cost of education. Click the link below to learn how Vaughan & Co. Securities, Inc can help you with education savings. https://vaughanandco.com/education-savings/

Vaughan & Co. Securities, Inc. presents the books that helped shape our Investment Philosophy. Jim and Tyler discuss three books during this episode. Below are the links to the books.  Simple Wealth Inevitable Wealth by Nick Murray https://www.nickmurray.com/product/simple-wealth-inevitable-wealth-20th-anniversary-edition/ Just Keep Buying by Nick Maggiulli https://ofdollarsanddata.com/justkee...

We are excited to share some good news with our listeners. We at Vaughan & Co. are long-term optimists and when we see good news, we cannot help but share it! Jim covers gridlock and how it helps businesses. Tyler reviews that cash is now earning yield. Jim and Tyler discuss bear markets and buying opportunities. 

Jim and Tyler go through the mechanics of RMDs while Jim dives into the changes in RMDs from the SECURE Act. Vaughan & Co. Securities, Inc. processes their client's Required Minimum Distributions (RMD) during November. 

Jim and Tyler look back over 95 years of stocks, bonds and inflation to answer the question, "Why Invest in Stocks Now?" Jim discusses how Vaughan & Co. helps clients deal with market volatility.  Ibbotson Chart: https://www.newyorklifeinvestments.com/assets/documents/education/investing-essentials-growthofadollar.pdf

This is the fourth and final episode in the Estate Planning series. Jim and Tyler discuss what an estate plan for a couple that is retired could look like. Jim and Tyler go over key concepts regarding Trusts, Life Insurance, and Power of Attorney.  

This is the third episode in a four-part Estate Planning series. Jim and Tyler discuss what an estate plan for a couple in their 40s or 50s could look like. Jim and Tyler go over key concepts regarding Wills and Power of Attorney.  

This is the second episode in a four-part series. Jim and Tyler discuss what a couple in their 20s or 30s estate plan could look like. Jim and Tyler go over key concepts regarding beneficiary designation and guardianship. 

This is the first episode in a four-part series. Jim and Tyler explain key concepts and documents when preparing your estate plan. The goal of this episode is to prepare our listeners for when they meet with an attorney. Attorneys get paid by the hour so it is important to be prepared before the meter starts running. 

"There is no such thing as a free lunch"  Jim and Tyler compare and explain the 3 types of Investment Advisor fees.  Mutual funds, exchange-traded funds, and annuities all have fees too. Jim and Tyler do an in-depth look at how investment product fees differ.