Which College Savings Plan is Right for You? August 18th, 2020 Saving for college is one of the biggest investments you will ever make on behalf of your child. So, it […] by root
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
