Business Owners: How does COVID-19 impact your retirement plan?

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  Over recent weeks, we’ve all been dealing with the fallout from COVID-19. If you’re a business owner, you’ve probably got your hands full making adjustments so your business can continue to operate as normally as possible. But don’t forget about your retirement plan. Even in unpredictable times, one fact remains: if you are a […]

Speaking in a Storm

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Now is the time to speak to your clients!  We all know that there have been lots of drastic changes this month to our economic activity, our investment portfolios and even our ability to move freely around this great country of ours. Here’s an article about a speech Winston Churchill made to the British people […]

What is ESG Investing?

Author: Jim Eckel No Comments

What is ESG investing? If you’re the type of investor who believes in putting your money where your mouth is, then ESG investing is probably right for you. ESG – which stands for environmental, social and governance – investing takes value-based factors into account, not simply whether or not a stock or bond stands to […]

Robo Advisors – What are they?

Author: Jim Eckel No Comments

Is a Robo Advisor right for you? Man or machine? Which financial advisor is right for you? Robo Advisors – automated online platforms that create investment portfolios and financial plans for individuals through computer models – have been grabbing an increasing share of the financial advisory business. Indeed, many traditional firms, including Morgan Stanley, JP […]

Do-it-yourself target date funds are the way to go

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An investment in knowledge pays the best dividends. Benjamin Franklin When it comes to target date funds, individual investors have an advantage over the professionals. Simply put, do-it-yourself TDFs are built to your unique specifications, so they’re not burdened by the deficiencies that plague the 401(k) versions. At $2 trillion and growing, TDFs are where […]

RIA and IRA Advancements

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Saving enough is a behavioral challenge. RIAs can educate their clients on the importance of savings and work with them to develop a behavior of regular and substantial contributions to their IRA and other savings plans like 401(k)s. As the Investopedia table above shows, this is the number one way that RIAs can help their […]

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