Flu Shots to 401(k)s

Flu Shots to 401(k)s: It’s Time to Bridge the Gap Between Health and Wealth in the Workplace It’s no secret that your local pharmacy loves this time of the year. As temperatures cool and the year begins to wind down,...

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I Guarantee that….

In the financial industry, most advisors are trained at a very early age to essentially remove the word “guarantee” from their vocabulary. For obvious reasons, when investors are dealing with managing portfolios that have any exposure to the stock market,...

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target date funds why

Why Target Date Funds Miss the Mark

First, let me give this disclaimer - Target Date Funds are a great solution if the alternative is leaving your retirement money sitting in a Money Market Fund. That said, there are three problems with almost all Target Date Funds...

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The Royals and your 401(k): What the AL champs and MLB can teach us about Investing

“The future ain’t what it used to be” – Yogi Berra, New York Yankee Legend Like many kids, I learned from an early age that a game can teach us more about life than most realize. Baseball is adversity. Baseball...

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Is Your 401k About To Hit A 20 Car Pileup?

So, I'm driving home from work and traffic is awful. I'm late, I'm flustered and even worse…I'm impatient. BUT I'm certain that I can shrink down my commute time if I can correctly pick which lane of traffic to maneuver...

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