They say history tends to repeat itself, and in 2023, it did. Historically, investors that stay invested through severe market downturns are rewarded because prices inevitably rebound, and that’s exactly what happened in 2023. As a quick review, the S&P 500 fell 24% at its lowest in 2022; since then, …
Join us for this episode of Map Your Money as we break down the basics of Roth conversion. Whether you’re new to the concept or looking for a refresher, our hosts Meg Randle and Arish Nurani simplify the process, highlight key benefits, considerations, and steps involved in transforming your retirement …
I believe that in most cases, there are two types of prices: If you don’t do anything and are OK paying the full price, that’s fine, but if you follow these two simple steps savings on everyday purchases can add up. My favorite apps (or internet browser extensions): Step 1: …
Traditional asset classes posted negative returns in the third quarter as higher oil prices, a bump in inflation, and a re-calibration of monetary policy grabbed headlines. The S&P 500 and AGG bond index were both down 3.2% in Q3, while the MSCI Foreign Developed Index declined 4.6%. Returns were challenged …
As a plan sponsor, managing a 401(k) plan is a crucial responsibility. Your decisions and actions can directly impact the retirement savings of your employees. Unfortunately, common mistakes in plan management can hinder the effectiveness of the 401(k) and jeopardize the financial well-being of your workforce. In this blog post, …
Join Wealth Advisors Arish Nurani and Adam Howard as they explore the role that bonds take in fortifying your investment portfolio. They will discuss how fixed income securities are a vital component of any successful investment strategy and provide tips on different ways to implement and unlock the income potential …
Jaime and Arish discuss the possibility of a Bitcoin ETF
Our Chief Investment Officer, Jeff Cone, guides us through some of the major events that moved the market in the first half of the year.
Managing your 401(k) plan’s service providers is a critical aspect of optimizing your retirement program. These service providers play a crucial role in administering and overseeing your plan, including recordkeeping, administrative, and custodial services. Retirement plans can be a labyrinth of complexities, with different service providers and vendors involved in …
The stock market has experienced a notable upswing since October 2022, primarily driven by the strong performance of technology stocks such as Nvidia, Apple, and Microsoft. While some of the positive sentiment around these stocks is due to hype regarding AI-led innovation, underlying business fundamentals have held up well. …