Catch-Up Contributions

Catch-Up Contributions

Catch-Up Contributions Begin Reading What are catch-up contributions? A recent survey found that 23% of people were very confident about having enough money to live comfortably through their retirement years. At the same time, 33% were not confident.1 This is a common...
The Cost of Procrastination

The Cost of Procrastination

The Cost of Procrastination Begin Reading The Effects of Time We live in a world where time is one of our most precious resources. Let’s take a deeper look into the effects time has on our finances. Afterward, we will look at how to turn time from an enemy into...
Catch-Up Contributions

Sequence of Returns

Sequence of Returns Begin Reading The Uncertainty of Timing The sequence of returns risk refers to the uncertainty of the order of returns an investor will receive over an extended period of time. As Milton Friedman once observed, you should, “Never try to walk across...
What is an ETF

What is an ETF

What is an Exchange Traded Fund? (ETF) Begin Reading Exchange Traded Fund An Exchange Traded Fund is like a basket of stocks. Often times there can be hundreds or even thousands of individual stocks within a single ETF. This is why it’s often described as a cross...