Addressing an Old 401(k)
What should you do with an old 401(k)? One option is to roll it over into your current employer’s 401(k) plan, but is that the best choice?
Author: Chad Wotton
April in the D!
It is truly a wonderful time to be alive here in Michigan – grass is green, plants are budding, and the chirping of birds can be heard in the air. We all know what season brings all of this hope and joy – tax season! While owing someone else money is typically not enjoyable, check out Chad’s latest blog to discover a vehicle that may help with this burden!
Compound Interest and What it Means for You
Chad Wotton talks about why saving now is so important and how compound interest pays dividends, literally and figuratively, by doing so.
CFP Board’s 4 Categories of Savers
Chad Wotton observes the four categories of savers as outlined by the CFP Board of Standards and gives an in depth analysis on the impacts.
Gainplanner Ben Klamo Passes his CFA Level 1 Exam
This month, our own Ben Klamo passed the CFA level 1 exam, and the firm as a whole would like to congratulate him on this achievement.
Categories:
Gainplan Facts
The Value of a CFP®
Chad and Thad provide insights into how working with a CFP® can help you reach your goals.
Categories:
Industry Ideas
Sequence of Return Risk
This week Chad and Thad discuss the Sequence of Returns Risk and how it is present anytime there are cash flows in an investment portfolio.
The End of “File and Suspend”
Analyst Chad Wotton explains how the popular social security option to "File and Suspend" is being phased out.
What Does the Party at Taco Bell Mean for Investors?
The Onion might be satire, but there’s some truth to their recent story about Taco Bell.
Categories:
News