November Performance Dashboard

Amid optimism that U.S.-China trade issues will be resolved amicably, U.S. equities showed strength in November. The S&P 500® was up 4%, its biggest monthly gain since June, while the S&P SmallCap 600® and the S&P MidCap 400® gained 3%. International markets also gained, with the S&P Developed Ex-U.S BMI up 1%. The resurgence in Value continued, as Enhanced Value was the best performing factor. Year-to-date, Quality was the top performing factor index, up an impressive 29%; not [...]

December 2nd, 2019|

Video series: Retirement Readiness #3 – How should I Invest?

How much retirement income can YOUR portfolio support? Have you considered interest rate and inflation risk? Focusing on a final number doesn't tell the whole story. It's important to have discussions with a financial planner about income streams and cost of living in your retirement years.

November 26th, 2019|

Top 8 Reasons to Choose a Solo 401k – SIGN UP BELOW BY 12/31/19!

8 REASONS TO BEAT THE DEADLINE! SIGN UP FOR A CONSULTATION HERE! Solo 401ks are cost-effective, powerful retirement vehicles. They are designed for self-employed workers who have no employees other than a spouse. They allow small-business owners to stash away much more for retirement than they could stash in a traditional IRA or a SEP IRA, while avoiding the expense and paperwork of setting up a full traditional 401(k) plan. 1) Generous Contribution [...]

November 21st, 2019|

Video series: Retirement Readiness #2 – How Much Should I Save for Retirement?

Check out this second installment of the Retirement Readiness series! How much should you save for retirement? Marlena Lee, PhD, discusses important factors that can help you meet your goals, like determining your savings rate, monitoring your progress, and making adjustments over time. This My Retirement Income Calculator can help give you a sense of how much income your savings could provide in retirement.

November 19th, 2019|

Video series: Retirement Readiness #1 – Monitoring Your Progress

When planning for retirement, it’s important to keep in mind how much spending your savings can support. The decisions you make today can help improve your retirement readiness. Beyond determining how much money to save, it’s useful to think about retirement in terms of how much income you’ll need after you stop working. Dimensional’s My Retirement Income Calculator can help give you a sense of how much income your savings could provide in retirement. Enjoy our Retirement Readiness series [...]

November 14th, 2019|

Announcing our Retirement Services Division

November 5th, 2019|