Blog Posts

Advice On Managing Your 401(K) Retirement Plan

The employer retirement plan (commonly known as a 401k/403b) is an essential savings and investment vehicle available to many individuals today. These plans provide significant benefits to employees, such as tax deferral on employee contributions, employer matching contributions, Roth...

“Market Volatility” Really Means “I Don’t Know”

What does the financial news media mean when they say, “brace for more market volatility”? Over several decades in the investment business, I have consumed many thousands of hours of financial news from the likes of CNBC and Fox Business News. Over that same time period I have...

Fiduciary – An Important Term to Know

• Fiduciary noun. From the Latin fiducia, meaning "trust," a person (or company) who has the power and obligation to act for another under circumstances which require total trust, good faith, and honesty. (Free Dictionary) As a registered investment adviser, we work as a...