Mutual Funds vs. Exchange-Traded Funds July 17th, 2020 Mutual funds and exchange-traded funds (ETFs) have many similarities. Both allow investors to own a diversified “basket” of securities like […] by root
Post-Crisis Economic Optimism June 16th, 2020 Recently, the S&P 500 index reached a historic milestone by completing the greatest 50-day rally since 1957. Looking at other […] by root
The CARES Act and Your Retirement Accounts May 21st, 2020 The 2020 CARES Act includes a number of provisions regarding how you can access the funds in your retirement accounts. […] by root
Do I Need a Fiduciary? May 1st, 2020 If you’re searching for a financial advisor, you may have come across the term fiduciary. In this article we’ll be […] by root
How Much Money Do I Need to Retire? January 7th, 2020 One of the most common questions people ask as they get closer to retirement age is, “how much money do […] by root
State Mandated Retirement Plans are Coming September 11th, 2019 A recent trend in state laws could soon impact your business. There are currently 8 states mandating retirement plans for […] by root
7 Reasons a Roth IRA May Be a Good Idea for You or Someone You Love July 22nd, 2018 It’s almost tax time. During April, many people take advantage of the opportunity to reduce taxes by funding a Traditional […] by root
Inheritance Choices: What Will You Leave Behind? July 2nd, 2018 History is full with examples of parents taking actions they believe will improve the lives of future generations. In 1780, […] by root
