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What’s the Difference Between a Traditional and Roth IRA?
Last Updated: May 10, 2024 Individual retirement accounts (IRAs) are tax-advantaged long-term savings and investment vehicles intended to help carry you through your retirement years. Some IRAs may be available through your employer, but most are intended for you to set up and contribute to on your own outside of…
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The Value of a Financial Professional
Last Updated: May 10, 2024 With the emergence—and prevalence—of robo-advisors, where investing can be done with the click of a button on an app, the common question is, are financial/investment advisors truly worth it? We firmly believe that yes, an advisor is absolutely worth it. Here’s why. Let’s talk about…
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How to Roll Over Your 401(k)
Last Updated: April 9, 2024 Let’s start with what a 401(k) rollover is. When you transfer a balance from a previous existing 401(k), likely from a company you’re no longer employed by or in the process of leaving, to a new or existing 401(k) with your current (new) employer or…
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Milestone Birthdays in Retirement
Last Updated: April 9, 2024 When we’re young, each birthday seems special, but for most of us, birthdays lose their luster as we age. Can we bring some of that magic—a definition that surely changes as we get older from toys and treats to more adult concerns like saving money…
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Financial vs. Investment Advisor: What’s the Difference?
Last Updated: March 7, 2024 Titles do matter—and in the financial services world, so many titles exist that can and do mean very different things for you, the consumer. The terms financial advisor and investment advisor are often used interchangeably, but there are crucial differences between the two. Throw in…
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Bull vs. Bear Markets: What’s the Difference?
Last Updated: March 7, 2024 Understanding the current state of the market is important to growing your money over the long term, whether you’re an investor or not. You may have heard the terms bull or bullish and bear or bearish in reference to the stock market and economy, but…
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4 Options for Your 401(k) When You Leave a Job
Last Updated: March 7, 2024 So, you’ve left your job…now what? A white paper from Capitalize, a 401(k) rollover fintech company, found that American employees have “forgotten” about or left behind an estimated 29.2 million 401(k) accounts and $1.65 trillion in assets at old jobs. It’s important to decide what…
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Value vs. Growth Stocks: Which Category Is Better for Your Portfolio?
Last Updated: March 7, 2024 The common question—and debate—among stock market investors: Is growth investing or value investing better for your portfolio? Whether growth or value outperforms depends solely on the time period evaluated—historically, shorter time periods tend to favor growth in recent years while longer time periods tend to…
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