What 401k Plan Sponsors Need to Know About the Investment Policy Statement
An Investment Policy Statement is a document signed between a portfolio manager and a client that describes general rules, restrictions, and investment structures for the management.
Different Tiers For Tax Deferred Investments
It’s no secret that many Americans don’t think enough about retirement, but they should. Especially, if they have no savings, which is true for 33% of the population, and 23% only have 10K put away for retirement
Contested Elections
We have had several clients ask for scenarios that pertain to the upcoming US presidential elections. Clearly there is a lot of uncertainty around an election that is more divisive than any in memory. While direct comparisons to other events in US history are hard to come by, we have certainly seen our fair share of contentious presidential elections.
Unspent Business Development Money
During a recent conversation with a savvy advisor (we’ll call him Greg), it was pointed out to me that 2020 has brought some challenges for advisors that are not immediately obvious to someone whose company designs and sells software solutions. Specifically, he mentioned that many advisors have business development accounts that they will struggle to utilize given the COVID-19 pandemic.
What Happens When Money Falls From The Sky?
The CARES ACT is not TARP CARES will help with the restart in a few ways Americans are getting $1200 this month but what about inflation? Short-run Economic Effects of...Read More
4 Habits To Forget Fear And Seize Growth From The Jaws Of this Crisis
This is not just another post in which I convince you that the Coronavirus is a tremendous threat or that to say home is a heroic mission. No, I don't need to convince you that the Coronavirus is a real danger, and some of us were already hermit introverts.