A Better Way to Manage Your 401(k) Account
September 30, 2021  | By Matt Pierce

By Matthew Pierce, CFA This month, we added a new technology platform, called FeeX, to help us better manage our clients’ employer-sponsored 401(k) accounts and other outside assets. In the coming weeks, we will begin migrating clients to this new…Read More

Recession Risk by Life Stages
April 23, 2020  | By Kevin Smith

Early to Mid Career Income risk Younger executives and professionals in the process of establishing careers may be at higher risk of income loss, which can come in the form of reduced base pay, lower bonuses or layoffs. 30% rule…Read More

Introducing 401(PRO) – small business retirement plans
December 8, 2017  | By Kevin Smith

As part of our planning services, we consistently see clients with 401(k) plans that are poorly designed, expensive, and not maximizing tax advantages.  Unfortunately, employers are often not aware that they could be receiving better 401(k) services while actually lowering their overall…Read More

New Service: 401(k) Account Management
November 6, 2017  | By Kevin Smith

If you have a 401(k) plan through your employer, chances are that it is receiving the majority of your new investments each year. In a lot of cases, it is the BIGGEST investment account in a household. Until now, we…Read More

Taxes, Retirement, and Timing Social Security
August 31, 2015  | By Kevin Smith

The advantages of tax deferral are often emphasized when it comes to saving for retirement. So it might seem like a good idea to hold off on taking taxable distributions from retirement plans for as long as possible. (Note: Required…Read More

Correlation and Portfolio Performance
August 31, 2015  | By Kevin Smith

Different types of investments are subject to different types of risk. On days when you notice that stock prices have fallen, for example, it would not be unusual to see a rally in the bond market. Asset allocation refers to…Read More