It certainly feels like we’re in a bear market, what with the surprising “Brexit” vote in the UK, the dismal first few days of the year and increased volatility across the board. So it may come as a surprise that the second quarter of 2016 eked out small positive returns for many of the U.S. […]
A penny saved is a penny earned, right? Not necessarily. Thanks to inflation, over time that penny could be worth less than when it was first dropped into the piggy bank. That’s why if you’re investing — especially for major goals years away, such as retirement — you can’t afford to ignore the corrosive effect […]
Americans are on the move, not only in their leisure pursuits, but in their jobs as well. According to the Bureau of Labor Statistics, about 38% of U.S. workers change jobs every year. If your employment situation changes, do you know what your choices are for managing the money in your 401(k) account? Generally, workers […]
The calculator below is useful as a data point in determining an efficient college savings strategy, and should be used in conjunction with other assets and strategies you may already have. Please consult with your financial advisor and/or tax professional for more guidance on your individual circumstances:
The calculator below is useful as a data point in determining efficient savings strategies, in conjunction with other assets and strategies you may already have. Please consult with your financial advisor and/or tax professional for more guidance on your individual circumstances:
