By Matthew Gaude & Shawn McGuire Does your employer offer both Traditional 401(k) and Roth 401(k) options? Are you confused about which one may
What Should You Do When You Turn 59 ½?
By Matthew Gaude & Shawn McGuire There are many milestones in life and turning 59½ is one to be celebrated. First off, it’s great that you’re
How Does The Recent Passing Of The Secure Act Bill Affect 401(k) Participants And Investors?
By Matthew Gaude & Shawn McGuire Are you afraid of outliving your money in retirement? If you said yes, you’re not alone. Running out of money
Love And Money: Financial Planning Considerations For Couples
By Matthew Gaude & Shawn McGuire Have you lost count of how many times you’ve fought with your significant other about money? It probably comes
How To Prepare For An Unexpected Death
By Matthew Gaude & Shawn McGuire Talking about death is oftentimes a very sad and uncomfortable topic to dig into. Think about it. Who wants to
First Quarter 2019 Market and Economic Review & Strategy Update
We'll be reviewing where the market stands after the first quarter of this year, as well as our insights on topics including: Stock