As a participant in a retirement plan, you have many ways to get money into your plan. Pre-tax deferrals, Roth contributions, match...

In January of 2021, the US Department of Labor published compliance assistance release No.2021-01 regarding the investigation process and...

YES, data is very valuable. Some recent court cases against institutions of higher learning's 403b plans and against Shell Oil Company...

After decades of saving, you paid off the home, you saved in your retirement plan, and hopefully, you have some money left over after you...

Recency bias is a tricky thing.

Of course we all know about the ups and downs that the market can provide to your investments. We experienced them in 2000, 2001 and...

With stocks on a tear as of 12/3/2020, many globally diversified and balanced investors are wondering why they should maintain any...

As a rule of thumb, it can be helpful to maintain some savings for a rainy day. During times of high anxiety, it can be reassuring to...

For many retirement plan savers, we frequently set a plan in place and leave it alone. Hopefully at a minimum our plan included...

If the past decade has taught us anything, it is that investing can be hard and still very rewarding. As investors, it is very hard to...

No we aren’t referring to the tango nor are we talking about the classic middle school dance anthem by Rob Base & DJ EZ Rock. We are...

Every two to four years, we tend to have the same questions from clients. Who is better for stocks, Republicans or Democrats? In many...

The 2021 retirement plan limits have been announced and not surprisingly, they look at lot like the 2020 limits. Yes, there have been...