Your portfolio is meant to be a balance of riskier and more stable investments. Riskier options, like stocks, help you build wealth. More secure investments, like bonds, protect your portfolio from volatility. The challenge is in finding the right mix for you and your financial goals. The Importance of Diversification Your portfolio isn’t meant to […]
2021 Quarter 3: Market Review
In the third quarter of 2021, we saw a bit of a pullback overall. This trend could be seen in markets at home and around the world. This followed a second quarter where we continued to see growth and expansion in the markets. There are some key reasons this may have happened, but first, here […]
What the Inflation Rate Increase Means for You
Inflation in 2021 was an expected response to the halted 2020 economy. There was a 5.4 percent increase in prices in June of this year, which is the highest inflation rate we’ve seen since 2008. That rate was also 5.4 percent in September, which was higher than anticipated. We knew the rise in inflation was […]
Should You Open a Roth 401(k)?
When open enrollment rolls around again at your company, it’s the ideal time to review your benefits and make any necessary changes. Health insurance is a major focus of open enrollment season, but don’t forget that you can check up on other benefits, too – including retirement accounts. At some companies, employees can opt into […]
Changes to 2021 Account Limits
As we enter the last quarter of the year, there is still time to contribute to certain accounts before 2022. Because some of the maximum account limits changed from last year, and some haven’t, here’s a quick review of those limits and when you need to contribute: 2021 Account Limits: HSA For your health savings […]
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