We all may know someone, maybe ourselves, that believe the key to investment success is being able to “jump out” of the market when it starts to go down and get “back in” when the market starts to go up. Sounds easy, right? Well, not really.
We all may know someone, maybe ourselves, that believe the key to investment success is being able to “jump out” of the market when it starts to go down and get “back in” when the market starts to go up. Sounds easy, right? Well, not really.
Capital markets retreated in the first quarter, not at an alarming rate, but certainly a deviation from the pattern of positive quarters investors have grown to appreciate. Of the last 50 quarters since the Great Financial Crisis, only 8 [...]
A new concept is evolving in the pension world that combines both features of a traditional defined contribution and defined plan. A cash balance plan is sometimes referred to as a “hybrid” plan as it allows for the high contributions of a defined benefit plan, but with the look, feel and portability of a defined contribution plan.
Mariella Foley wrote an article for Rethinking65 that touches on areas every advisor should consider when talking to clients who are considering a job change or retirement. Check out her 6 financial positions to with [...]
Round Table Wealth Management Director, Wealth Advisor Marianne Rodriguez was recently quoted in GOBankingRates. Fitting for Women's History Month, Marianne provides insight on managing finances when faced with challenging life events. Click here to read [...]
by: Richard B. Freeman, CFP & Theodore D. Schneider, CFA The rise in popularity of investing in passive index funds has occurred for a number of reasons—simplicity, low cost and a “can’t beat the market” [...]
Round Table Wealth Management Director, Wealth Advisor Michael Fischer was recently quoted in GOBankingRates. He provides an expert strategy for meeting your savings goals. Click here to read the full article: Become a Millionaire in 10 [...]
Mariella Foley was highlighted in a Wealth Management.com article sharing resolutions of 16 financial advisors from across the country. See #4 as Mariella shares her desire to prepare the next generation of Round Table Wealth [...]
Round Table Wealth Management Director, Wealth Advisor Michael Fischer was recently quoted in Forbes. His quote is on the usage of self-directed accounts in your 401(k). Click here to read the full article: 401(k) FAQ: [...]
