Broker Check


What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment services world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Tuesday, March 21, 2023

You leave your employer and your retirement plan is left behind. What can you do with it? Today, we'll discuss your options with how to handle your 401k at your old employer.

Tuesday, March 14, 2023

A Roth 401(k) can be a great tool to save for retirement. It's not available to everyone though. Your company has to have a 401(k) and they have to enable Roth contributions. We explore more in today's post.

Tuesday, March 7, 2023

Choosing a retirement plan for your business is an important decision. With options like SEP IRAs, SIMPLE IRAs, and 401(k)s, how do you choose? We'll talk about that today.

Tuesday, February 28, 2023

What retirement plan you choose for your business is very important. If you're just starting out and want to pick a simple one, the SIMPLE IRA might be right for you. We discuss this plan and its characteristics today.

Tuesday, February 21, 2023

The SEP IRA is a great way for business owners to save for retirement. It's also a great way to help employees save for retirement last well! It comes with some advantages and disadvantages, however.

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Tuesday, February 14, 2023

The individual retirement account, or IRA, is a great way for people to save for retirement. Especially, if they don't have a 401(k), which is typical, through their employer. Let's explore the rules and characteristics of the IRA.

Tuesday, February 7, 2023

Asset allocation is how you organize your portfolio with regard to your investments within it, using time horizon, risk tolerance, and investment objective.

Tuesday, January 31, 2023

I figured if we are going to talk about the first two parts of the asset allocation recipe (stocks, bonds, cash), then we ought to talk about the final part, cash. This will be much shorter than the first two, though, as the concept...

Tuesday, January 24, 2023

Before we get into how bonds and stocks are different, let's explore what a bond is and how it works.A bond is a type of investment, like a stock. There are a couple of differences, however. Stocks are considered riskier than bonds...

Tuesday, January 17, 2023

What are the technical details of a stock? How do they work? How do you determine if they're right for you? We'll answer some of these questions and others in this week's post.

Tuesday, September 25, 2018

This is a guide to the retirement plan options available to businesses, business owners, and individuals. There isn't any fluff. It's the characteristics or each plan, the numbers, and the rules. The "table of contents" below will give...