You’ve Started Drawing Money From Your 401(k), Now What?
Today’s post examines the next steps to take once you’re in retirement and are already drawing money from your 401(k) or IRA.
Read More
3 Things to Consider Before Buying a Rental Property
Thinking of investing in a rental property? In today’s post we discuss 3 things you may want to consider before doing so.
Should Employers Pay 401(K) Fees or Pass Them On To Employees?
When companies consider offering a retirement savings plan to employees, the most common selected is the 401(k) retirement plan. This type of savings account is the most typical form of an employer-sponsored plan and is one that most people are familiar. In today’s blog post, we’re examining the fee structures surrounding 401(k) plans and best…
Understanding 529 College Savings Plans
Today, we’re taking an in-depth look into 529 college savings plans to see if owning one may be intelligent for you.
Retirement is More Complex Than Ever—What Can We Learn From Others?
After the ensuing chaos of The Great Depression of 1929, when unregulated and high-risk stock market investments resulted in the Stock Market Crash that destroyed millions of investors and left most corporations without any income to continue paying workers, 13 to 15 million Americans were unemployed, and approximately half of the banks in America failed.…
Keeping Up with the Fiduciary Rule: How the House Voted
It may be surprising to learn that although the landscape has changed drastically over the past 40 years, regulations pertaining to retirement plans have not. Since 2010, the Department of Labor (DOL) has been working to redefine and clarify what the term ‘fiduciary’ means under the Employee Retirement Income Security Act (ERISA), in April, the…
Why It’s Important to Rebalance Your Investment Account
No one knows what asset class, or sector is going to rule the investment world next, or how rapidly things might change. Rebalancing helps you capitalize on diversification.
Choosing a Financial Advisor: The Questions You Need to Ask
Keeping your investments secure is more important than your home, your car or even your current job. Just think about this—if you were to lose your home, car, or job today, they could eventually be replaced.
But a lifetime of investments? That’s something you don’t ever want placed in peril.
Fiduciary responsibility has always been serious. Now, it is being enforced.
At the most basic level, the new law limits the amount of “fine print” and doesn’t allow investment advisers to trick investors or otherwise mislead them. As stated, advisers must look out for their clients’ interests first.
What Does the Brexit Mean for American Investors?
In today’s post, we’re exploring Brexit and the resulting ramifications on the global economy, specifically focusing on the impact on American investors, like you, our clients