Your retirement plan shouldn’t be set-and-forget. Learn the importance of rebalancing in your employer-sponsored retirement plans with Justin Wagner, Client Relationship Manager – Retirement Services, in this episode of Planning Priorities.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Justin Wagner, AIF®, Client Relationship – Retirement Services, and Associate Giuliana Barbagelata, CFP®, advise for a couple who treat their 401(k)s quite differently—she actively trades her investments while he hasn’t even looked at his in three years!
Money matters can stir up trouble in relationships when saving meets spending head-on. We look at how couples can bridge the gap, appreciate differences, and build a solid financial foundation
Senior Associate Logan Daniel, CFP®, CRPC®, delves into the fascinating realm of behavioral finance, exploring the intricate ways in which personal emotions and cognitive factors can sway financial decision-making.
Justin Wagner, AIF®, Client Relationship Manager – Retirement Services, explains the tax benefits received when contributing to your traditional 401(k) or Roth 401(k).
You might be able to buy and sell individual stocks on a phone app, but you must still do due diligence, researching each of the stocks you want to own.
Justin Wagner, AIF®, Client Relationship Manager – Retirement Services explains how offering an 401(k) match to employees can bolster a company’s reputation and encourage employees to save for retirement.
Entrepreneurs may overlook the importance of structuring advisory relationships with care. One of the most common pitfalls startups face is overcommitting equity in exchange for advisory services.
Research Analyst Nick Antonucci, CVA, CEPA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch to advise investors on diversifying the tax status of their retirement funds. They look at a couple of investors who may have less than they think in their retirement accounts because they contain all pre-tax funds.
A 2023 survey found 56% of Americans saying a four-year college degree isn’t worth the cost due to students graduating with significant debt and a lack of specific job skills vs. 42% who think college is worth it.
