Why Open Enrollment Season Is a Natural Moment to Revisit Your 401(k)

Open enrollment often concentrates attention on health coverage, payroll elections, and the employer’s overall benefits package.

Recent Blog Posts

Compound Interest: Time and patience do pay off.

Personal Investor

March 31, 2023

If there's one idea that every financial adviser would like to drum into their clients' heads, this is it. Compound interest is the ultimate equalizer. It does not care who you are, where you come from, or what you do. It will relentlessly work for you or ruthlessly punish you without regard. It's about discipline and time and is a tool that works regardless of whether you're a sales clerk at Target or a hedge-fund manager.

Customized financial planning

Personal Investor

March 29, 2023

We understand women may have unique financial needs due to their life stage, such as managing debt, saving for children's education, caring for aging parents, or planning for retirement.

Why contribute to your retirement accounts?

Savings

March 28, 2023

Contributing to a retirement account like a 401(k) or IRA can reduce your taxable income and help you save for retirement.

Retirement planning is essential to ensure people have sufficient financial resources to support themselves during their retirement years.

Retirement

March 27, 2023

Here's a timeline that shows when people should start planning for retirement and what steps they should take at each stage:

Weekly Market Recap Week Ended March 24, 2023

Personal Investor

March 27, 2023

Another choppy week A key U.S. Federal Reserve meeting and continuing concerns about bank stability dominated the week as the major U.S. stock indexes recorded gains of 1% to 2%. Despite the overall rise, markets were unsettled, shifting quickly between gains and losses.