Retirement

Why 401(k) Changes Based on Daily Headlines Can Be Risky

May 6, 2026

Many investors feel the urge to react to the latest market headlines. News about inflation, interest rates, geopolitical conflict, or sharp market drops often creates a temptation to quickly adjust a 401(k) allocation.

Building a Personal “News Filter” for Your 401(k)

Retirement

May 5, 2026

For many Americans, their 401(k) isn’t just a retirement account—it’s an emotional companion, something they think about often even if retirement is still decades away.

How Often Should You Look at Your 401(k) Balance?

Retirement

May 4, 2026

For many of us, checking our 401(k) has become as routine as checking the weather. With just a few taps on your phone, you can see if your retirement savings are up, down, or holding steady.

Stocks Extend Weekly Rally as Tech Strength and Iran Diplomacy Lift Sentiment

Retirement

May 1, 2026

Stocks finished the week on a strong note, with the S&P 500 and Nasdaq reaching fresh records and logging a fifth straight weekly gain as investors looked past geopolitical risks and focused on resilient earnings, improving economic data, and hopes for a durable Iran ceasefire. Technology led the advance after Apple’s upbeat outlook, while oil prices fell on signs of renewed diplomacy and Treasury yields were little changed.

What 401(k) Investors Can Learn From Long-Term Market History

Retirement

May 1, 2026

For many Americans, a 401(k) plan is the foundation of their retirement savings. But when markets get rocky, it’s easy to lose perspective. Sudden drops, dramatic news stories, and economic uncertainty can make people feel anxious and tempted to make quick decisions based on emotion instead of a long-term plan.

Working With a Tax Professional on Future 401(k) Strategy

Retirement

April 30, 2026

For many people, a 401(k) is one of the biggest investments they’ll ever have. But too often, choices about how much to contribute, when to make Roth conversions, or how to withdraw money in retirement are made without considering how taxes will affect them.