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Navigating the Covid-19 Selloff |
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March 30, 2020 - Company News |
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The first quarter of 2020 closed as the worst first quarter in the history of the US stock market. Through March 31, the S&P 500 declined over 20%. From its peak in February to the lows... |
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Spending Savings Wisely |
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February 9, 2019 - Company News |
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As retirees’ transition from saving to retirement spending, stress has the ability to overtake your emotions and limit the amount of money you are comfortable with spending. 401(k)... |
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Are 401(k) Loans Double-Taxed? |
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October 15, 2018 - Company News |
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401(k) loans are not necessarily double taxed according to financial experts, but taxes on these loans could be more than two times what a normal loan would be taxed. The reason for this is... |
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Got a Raise? Invest it! |
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July 4, 2018 - Company News |
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Contributing to your 401(k) is a good idea at any point in the year. The earlier you start saving for retirement, the better off you’ll be when it comes time to retire.... |
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401(k) is Not for Emergencies |
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April 14, 2018 - Company News |
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dir="ltr">Withdrawing from your 401(k) for emergencies may be detrimental to your savings. Not only do you have to pay taxes on the withdrawals but you’ll also be hit with a 10%... |
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Fiduciary Rule Delay |
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August 10, 2017 - Company News |
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The Fiduciary Rule was adopted under President Obama to protect retirement savers from unfair and biased investment advice. However, recently the Department of Labor proposed an 18-month... |
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Predictions within the Market Today |
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August 9, 2017 - Company News |
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Dr. Steve Sjuggerud is one of the world’s most widely-followed financial analysts. He has made many economic predictions that have come true, stemming all the way back to the year... |
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401(k) Stock Investments |
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July 30, 2017 - Company News |
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The 2008 financial crisis negatively impacted individuals with a large portion of stocks in their 401(k) accounts. However, today 401(k) plans are booming. According to a recent study... |
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February 2017 Market Commentary |
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February 24, 2017 - Company News |
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With the US stock market all-time highs, many investors are worried about a potential downturn in the markets. On one hand, investors are bullish about the Trump administration’s... |
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The #1 Tip for your 401(k) |
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December 22, 2016 - Company News |
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The #1 thing to do for your retirement accounts by year end is to streamline them. Consider rolling over old 401(k) accounts from your previous employers into one manageable account.... |
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Millennials Love 401(k)'s For a Reason |
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December 20, 2016 - Company News |
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The key difference between retirees today and millennials is that millennials plan to work until they die. Millennials are putting more emphasis on saving and are more likely to rank... |
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The Trick to a Bigger 401(k) |
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December 12, 2016 - Company News |
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The trick to a bigger 401(k) is to get in when you start your career and save consistently over time. Together, the market and your contributions will drive the growth.
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How to Put Your RMD to Work |
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December 8, 2016 - Company News |
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The end of the year is a good time for those over age 70 to think about their required minimum distributions. Required minimum distributions are something you have to take,... |
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When and Why to Convert to a Roth IRA |
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November 30, 2016 - Company News |
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John Sullivan breaks down the benefits of a Roth conversion in his article. A big benefit of converting an IRA to a Roth IRA is that Roth accounts can serve as a wealth transfer... |
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It's Time for Your 401(k) Physical |
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November 10, 2016 - Company News |
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It’s generally a good idea to check your 401(k) account annually. While a retirement plan isn’t something you have to frequently adjust, it’s also not something you... |
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Making Time for Meditation |
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November 1, 2016 - Company News |
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Want to meditate but don't feel like you can squeeze it into your busy schedule? Here are three steps you can take to turn an everyday walk into an opportunity for meditation:
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South Carolina moving to 401(k) |
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October 26, 2016 - Company News |
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South Carolina is planning to transition away from pension plans and towards a 401(k) type plan for workers in the public sector. The plan will help exert more responsibility to... |
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Net outflows befall 401(k) plans |
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September 10, 2016 - Company News |
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As Baby Boomers retire, they are expected to pull out records amount of money from 401(k) plans according to the Wall Street Journal's Kirsten Grind in her post |
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