A New “It” Sector for Investment Dollars?
Will a new “It” sector potentially emerge from the coronavirus pandemic? I think so. As a financial advisor and wealth management professional, I am always keeping an ear-to-the-ground for a [...]
Expanded Retirement Plan Options under the CARES Act
The Coronavirus Aid Relief and Economic Security (CARES) Act is a significant piece of legislation representing nearly $2 trillion in support for individuals and businesses. This is a massive [...]
You May Be Better At Preparing for Retirement Than You Think
In a recent research white paper, Empower Institute asks a simple question: “Are retirement savers really facing a crisis?” Empower argues that the answer to this question is, emphatically, [...]
Multiple Employer Plans (MEPs) – Are They Really So Great?
Multiple Employer Plans (MEPs) have been recently touted as a recent legislative success to help small businesses start 401k plans. And while we support any policies that help increase access and [...]
Could Your Political Affiliation Impair Your Investment Strategy? Very Likely.
Political affiliation can significantly affect a person’s perception of economic conditions, as shown by recent research published by JP Morgan & Pew Research Center. What is interesting [...]
Investment Strategies During Uncertain Capital Markets
Often people come to me and ask for my investment strategies for the market. While I do not have a crystal ball, I certainly have an opinion. Depending on the person, there may be multiple [...]
How to Stay Out of 401(k) Compliance Trouble
401(k) plans are a powerful way to build wealth for retirement, as demonstrated by the much higher maximum contributions levels vs. traditional IRAs. However, some small businesses shy away from [...]
Want to Maximize Your 401(k) Account When You Retire? Try This
How to Maximize Your 401(k) Account When and how you invest your money during the wealth accumulation years makes a huge difference on your ultimate retirement wealth. In fact, often a [...]
Why is the Maximum Contribution for 401(k)s So Much Higher Than IRAs?
Maximum Contribution Rules Changed The IRS posted changes to it maximum contribution rules for IRAs and 401(k) today, increasing both at or above the rate of inflation. IRA Limit Set at $6,000 [...]