As a retirement plan provider, you want to offer your employees an opportunity to save for retirement, but managing that plan can be challenging, especially in today’s world of ever increasing regulation. You want what is best for your business and your employees, but you also want to minimize the amount of fiduciary liability you…
Once all the heavy lifting of asset allocation, strategy diversification and security selection has been done, investors are free to put their portfolio on autopilot. Set it and forget it, right? Investment Strategy As it turns out, it’s not that easy. Since portfolios are made up of securities that fluctuate in value as markets zig…
Anticipating the arrival of a new baby can be exciting and terrifying all at the same time. There seems to be so much to do with so little time before they arrive, and life will never be the same once they get here. To help you make sense of what to do from a personal…
While asset allocation is generally regarded as the most impactful investment decision, security selection should not be overlooked as a key component of an investment strategy. Once the asset allocation has been developed, and the sub-asset strategy decisions have been made, securities must be selected to construct the portfolio. With such a diverse investable universe…
Congratulations on the new job! While the transition to a new company or a new position may be stressful, taking the following steps can help provide a smooth transition and simplify your personal financial life. Get to know your new retirement plan The type of plan offered (401k, 403b, 457, SIMPLE IRA, SEP IRA, etc.)…
Getting married can be a blissful but often stressful time in your life. We’re sure that you have plenty of planning already on your plate for the rehearsal, ceremony, reception, and honeymoon, but have you started thinking about your personal finances after the big day? We’ve put together this checklist of items to discuss with…
While the transition from your working years to retirement can be both rewarding and exciting, it can also come with a lot of uncertainty. In an effort to alleviate some of that stress, consider the following as you approach retirement, which will hopefully increase your confidence heading into this next phase of life. Know Your…
