Blogs
Secure 2.0 – Summary Changes 2024
The SECURE 2.0 Act of 2022 was enacted on December 29, 2022, and introduces major changes to 401(k) plans, particularly those sponsored by small businesses. The law is designed to...
Read More1Q2024 Market Overview – Sustained U.S. Distinction
In 2024, U.S. large cap stocks had a strong start, jumping by 10.6% according to the S&P 500 index. This surge came after a solid performance in the previous quarter....
Read MoreAvoid Letting Interest Rates Determine Your Investment Strategy
Historically, stocks and bonds have shown solid performance during periods when interest rates were above 4%. Key Takeaways: After over a decade of ultra-low interest rates, adjusting to higher rates...
Read MoreHow We Can Help You Meet Your Fiduciary Obligations
Managing a 401k or 403b plan comes with significant fiduciary duties and responsibilities. Are you confident you are meeting all of your obligations as a plan sponsor? As dedicated fiduciaries,...
Read MoreROTH vs. Traditional IRA: Helping You Make the Right Choice
Retirement planning is essential to securing your financial future, and individual retirement accounts (IRAs) play a pivotal role in this journey. When it comes to IRAs, there are two primary...
Read MoreFiduciary Management in Times of Economic Uncertainty: Strategies for Stability
In the ever-shifting landscape of finance, economic uncertainty can often feel like an unpredictable storm looming on the horizon. However, amid these uncertainties, there is one compass that can guide...
Read MoreThe Tax Advantage: How A 401k Financial Advisor Can Optimize Tax Efficiency
In the realm of retirement planning, there’s a hidden ally that can significantly impact your financial well-being: tax efficiency. By strategically navigating the complexities of taxation, you can ensure that...
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