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There’s no shortage of retirement advice out there — on social media, from well-meaning friends and family, or from a headline you skimmed on your phone. The problem is that a lot of it is wrong, outdated, or only true for someone whose situation looks nothing like yours. On this
If you’ve ever sat across from someone selling an annuity, you’ve probably heard the pitch: guaranteed income, protection from market losses, a paycheck for life. What you may not have heard is the other side of that coin — the fees you can’t see, the terms that can change on
If your pay stub or offer letter includes letters like RSU, ESPP, NSO, or ISO, you already know the feeling: equity compensation can read like alphabet soup. And for many employees — especially in tech and at fast-growing companies — that equity is one of the largest and least understood
Every month brings a fresh wave of headlines, hot takes, and “can’t-miss” stock tips. This month’s Tall Oaks market update takes a different approach. Instead of chasing the next big trade, Branden DuCharme steps back to read the charts across the whole market — bonds, gold, oil, the dollar, and
This Friday, August 28, the new Federal Reserve Chair Kevin Warsh delivers his first keynote at the Fed’s annual Jackson Hole symposium. It may be the most consequential Fed moment of the year — and on the latest episode of the Tall Oaks Podcast, host Branden DuCharme sat down with
You’ve probably heard some version of it: the dollar is dying. The government keeps printing money, the national debt keeps climbing, and a dollar today buys a fraction of what it did for your grandparents. So the conclusion seems obvious — the dollar is on its way out. Brent Johnson
Tall Oaks Podcast — Episode 125 with Branden DuCharme & Trevor Trebbien Federal employees have one of the strongest retirement setups in the country — a pension, Social Security, and a low-cost 401(k)-style plan stacked on top of each other. So why do so many of them arrive at retirement
Interest rates, the broken 60/40 portfolio, gold, and the energy trades hiding outside big tech — here’s where my attention is this month. Every month on the podcast, I try to do one thing: cut through the noise. There’s no shortage of market commentary out there. Turn on CNBC and
Estate Planning Isn’t Just a Will: 3 Things Most People Get Wrong Tall Oaks Podcast, Episode 123 — with Branden DuCharme and Carisa Bertrand Estate planning is far more than having a will. A complete plan has three parts most people overlook: your taxable estate, your probate estate, and gifting.
One of the most common questions we hear — especially from younger professionals and the adult children of our clients — sounds simple: Should I pay off my debt first, or start investing? In this summer episode of the Tall Oaks Podcast, Branden DuCharme sits down with Marcus Corvino, the
