October 10, 2019 Should I Use a Robo-Advisor for Wealth Management? Up until about 10 years ago, robo-advisors were only available to financial services firms and advisors. However, the market crash … Read More
September 16, 2019 Participant Corner: Borrowing Against Your Retirement Plan: More Costly Than You Think PARTICIPATING IN THE COMPANY’S RETIREMENT PLAN is a smart and important decision. Smart because you are putting away small amounts … Read More
September 5, 2019 Budgeting and Financial Forecasting: The Benefits of Working With an Experienced Financial Planner Creating a budget may not sound glamorous, but defining your financial goals and sticking with your plan to meet them … Read More
August 30, 2019 Index Funds – Looking Beyond Fees The flow to passive management is one of the biggest talking points of the decade. With this shift came the … Read More
August 28, 2019 What are Health Savings Accounts & Are They Right for You? This month’s employee memo gives participants answers to common questions on Health Savings Accounts. Download the memo from your Fiduciary … Read More
August 27, 2019 Anthem Settlement Awards Participants More Than $23M The Anthem 401(k) is considered a “jumbo” plan with over $5.1 billion in plan assets. All but two of the … Read More
August 16, 2019 Using a 401k to Buy a House: Is It A Wise Move? Saving up enough money to buy a house isn’t easy, especially if you only have one income for the household … Read More
August 2, 2019 Why Modern Portfolio Theory Is Relevant in Wealth Management It’s true: Modern Portfolio Theory was introduced 70 years ago and has been actively used in investment management ever since. … Read More
July 26, 2019 Participant Corner: Summer Homework For Participants This month’s employee memo gives participants “Summer Homework” encouraging them to do routine checks on their plan details to ensure … Read More
July 25, 2019 Not Just for Seniors: When to Buy Life Insurance No one really loves to discuss life insurance except perhaps, well, insurance brokers. The subject alone inherently addresses end-of-life issues … Read More
July 23, 2019 How to Utilize Net Unrealized Appreciation in Your Tax and Investment Strategy Actively managing your tax liability year after year is a major factor in successful investing and should be a key … Read More
July 19, 2019 529s vs ESAs: Exploring College Savings Plans It’s no secret that the cost of a college education has skyrocketed, and that more and more individuals are incurring … Read More
