6 Common 401(k) Myths, Debunked

6 Common 401(k) Myths, Debunked

If you’re like many of our clients, you have access to a retirement plan through your company. The most common type of plan we see is an employee-directed defined-contribution plan, like a 401(k) or 403(b). You probably have a 401(k) if you work for a typical...
What is Socially Responsible Investing?

What is Socially Responsible Investing?

Would you like to invest in companies which share your social or environmental goals? Are you concerned about indirectly supporting a industry or company you disagree with? If so, you may be interested in a movement known as “socially responsible investing”, also...
Market Update: 2017 Year in Review

Market Update: 2017 Year in Review

2017 was a strong year for the markets around the globe.  Here is a brief review of performance and key themes for the year. Equities Domestic Stocks: Improving economic performance and the signing of the Tax Cuts and Jobs Act of 2017, aided US stock...