NO “ONE-SIZE-FITS-ALL” PLAN Retirement plans come in all shapes and sizes: DC Plans, DB Plans, Non-Qual, 401(k), 403(b), 401(a), 457, SEP IRA, Simple IRA, Roth IRA, Cash Balance, HSA… and any other number letter combinations that you can think of. The simple truth is that there is no one-size-fits-all version of a retirement plan; and [...]
As we round the corner to 2018, I can’t help but wonder, where did the year go? It feels like January and New Year’s resolutions were just yesterday. Alas, those days have come and gone, and the “next” New Year is only a few months ahead. This means now is the time to focus on [...]
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Market Conditions Today The stock market is more volatile lately because it is reacting to the price of oil. Today, the price of oil had been down 4%, to $27/barrel, and the stock market followed by being down 2%. The traditional view of declining oil prices and declining stocks means there is a slowdown in [...]