In the world of investing, market drops can feel like a rollercoaster—exciting for some, but nerve-wracking for most. When the markets take a downturn, it’s natural to feel anxious about your 401(k) plan. However, history and financial wisdom both suggest that the best course of action is often to stay the course. Here’s why.

As of today, my daughter is 2 months old. As my wife and I filled out her baby book it asks about the world events of today. Needless to say, we both laughed wondering how to note the last few weeks of news in American politics and the world abroad. Volatile to say the least.

Graham Mull, our Director of Qualified Plans, shares how your company can optimize the 401(k) that it offers while lowering costs and adhering to regulations.

Dear Valued Clients & Friends, This six-page letter began as a brief blog post update on the stubbornly persistent inverted yield curve. However, as one of my favorite fiction authors, J.R.R. Tolkien, once said, “the story grows with the telling.”

When it comes to managing a retirement plan, transparency and diligence in understanding the associated costs are paramount. Plan sponsors play a crucial role in this realm, ensuring that their employees' retirement savings are not unduly eroded by fees. Here, we'll dive into the types of plan fees, their impact on retirement savings, and strategies to minimize costs without sacrificing the quality of your 401(k) plan.

In the realm of retirement plan oversight, the roles of 3(21) and 3(38) advisors stand out for their critical contributions to fiduciary responsibility and risk management. Understanding these roles and leveraging our expertise as a 3(21)or 3(38) advisor is key to enhancing your retirement plan's effectiveness while mitigating fiduciary liability.

Taxable brokerage accounts are great and shouldn’t get a bad rap (and I am willing to die on this hill). Taxable brokerage accounts tend to be considered less than favorable, but why does my opinion differ from popular belief?

Which is the better financial move in 2024: renting or buying?

In today’s rapidly changing world, I consider it essential to keep ourselves informed about the forces shaping our economy and financial markets. One book I recently re-read is a must-read for gaining a deeper understanding...

The introduction of the SECURE 2.0 Act marks a significant step forward in retirement planning for individuals and financial incentives for businesses. This legislation builds upon the foundations laid by the original SECURE Act.