401k
A 401k is a type of employer-sponsored retirement plan. It is a way for employees to save for their retirement by having a certain percentage of their paycheck withheld by their employer and deposited...
View ArticleRoth IRA
Roth IRA’s have become a tremendously popular investment option for retirement, but what exactly is a Roth IRA? This article will tackle some common questions about the basics of Roth IRA’s and clear...
View ArticleTraditional IRA
Planning for retirement can be both exciting and overwhelming. There are so many investment options out there, so how do you know where to start or what they all mean? This article will tackle one type...
View ArticleThe Strange Case of Closed End Funds
The Strange Case of Closed End Funds By Ted Schwartz, CFP® The financial services community debate about the efficiency of markets rages on. There are still many who believe that at any given moment...
View ArticleWhat Strategy Should You Take As You See The Market Moving UP!
We have seen the stock market move up these past few months –so what to do. For our clients the right strategy is to stick with their current allocation through this difficult environment as I believe...
View ArticleTaking Advantage of Down Markets
There are many opportunities that this financial crisis has opened for us. Here are a few things you can do or we can do for you at this time: 1) Sell low cost basis stocks – You may have been...
View ArticleValue of Daily Valuation
Recent economic data suggests that the worst of the recession is behind us. The stock market has been moving higher in anticipation of a recovery in the business community. While the economic future is...
View ArticleThe Defined-Contribution Plan
Defined-contribution retirement plans are quite common, and have been increasing in popularity over the last couple of decades. As compared to a defined-benefit plan, where an employee is guaranteed a...
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