Monthly Market Update for February 2025
While bonds performed well in February following a strong January, the same could not...
Monthly Market Update for January 2025
In our January Monthly Market Update, Director of Investments Stephen Tuckwood review...
Traditional Versus Roth 401(k)
People frequently ask us whether they should contribute to a Roth 401(k) or a traditi...
Monthly Market Update for November 2024
Stephen Tuckwood, CFA discusses the Fed's latest rate cut, big movements in the marke...
Monthly Market Update for October 2024
Stephen Tuckwood, CFA, recaps a mixed month of market performance and the Fed's lates...
How to Find an Old 401(k)
Did you change jobs and not do anything with your old 401(k)? Let’s review potentia...
Employee Stock Ownership Plans (ESOPs) and How They Work
An Employee Stock Ownership Plan (ESOP) is a unique type of qualified employee retire...
How Much Cash Reserves Should You Hold?
It’s crucial to have cash reserves to secure financial stability. However, how much...
Understanding Cost Basis
If you're thinking about selling an investment, do you know what your cost basis is? ...
What Is Market Risk?
There are two primary categories when it comes to investment risk: market risk and sp...
4 Retirement Risks That Are Out of Your Control
Your investments are something that you have control over. However, there are also re...
10 Ways to Fight Inflation in Retirement
The fear of running out of money in retirement can be a huge financial stressor. One ...