Category: Investing

Market Volatility: It’s Back

In the beginning of February we experienced something we haven’t seen in 400 days: a significant pullback in the stock market. After over a year of nearly continuous gains, we endured a turbulent week that pushed us into official market correction territory (a 10% or greater drop in stock prices). In times like this, eye-catching … Continue reading Market Volatility: It’s Back Continue Reading

Fiduciary – What’s In a Word?

2017 may be the year a fiduciary standard finally takes center stage in the personal financial advice profession. The Department of Labor’s (DOL) Fiduciary Duty Rule, scheduled to be implemented on June 9th, expands the “Investment Advice Fiduciary” definition under the Employee Retirement Income Security Act of 1974 (ERISA). While changing the definition of one word in … Continue reading Fiduciary – What’s In a Word? Continue Reading

First Quarter 2017 Investment Review

Quarter in Review Global stocks continued last quarter’s rally into 2017. The S&P 500 Index of U.S. large company stocks rose 6.1% for the quarter, while smaller company stocks were up by 2.5%. Developed international stocks outperformed U.S. stocks, rising 7.2%, while Emerging Markets stocks soared 11.4% for the quarter. Despite the Federal Reserve raising … Continue reading First Quarter 2017 Investment Review Continue Reading

Rolling Over Your Old 401(k) to an IRA

When changing jobs or retiring, one important decision you will face is what to do with your employer’s retirement plan (401(k), 403(b), pension, SIMPLE or SEP IRA, etc.). In most cases a 401(k) to IRA rollover makes the most sense, but before you leave your employer, there are a several things you need to consider. … Continue reading Rolling Over Your Old 401(k) to an IRA Continue Reading