Workplace retirement plans get a lot of bad press, primarily small company plans loaded with high fees. But, truth be told, 401(k)s have been a boon to millions of Americans with access to them. In total, 55 million savers held… Continue reading →

During a recent quarterly market review call, we received the following question from a young man at the University of Texas: How much net worth separates the wealthy from the merely well off? It was a great question, albeit one… Continue reading →

Each quarter, our firm holds a Market Review Conference Call wherein we invite clients and listeners to ask our Chief Financial Officer, Mitch Tuchman, their pressing investment questions. Recently, we received an interesting query from Dana, a client based in… Continue reading →

One thing not to forget when you leave a job: your 401(k)! Scott Puritz spoke to Rodney Brooks at The Washington Post about the best practice of taking your retirement savings with you when you switch jobs. Continue reading →

Some people show up late at a party to make a grand entrance. Others just don’t want to be the first to arrive. Either way, if you breeze in when the party is in full swing you can start socializing… Continue reading →

An amazing 40 percent of American workers will be classified as freelancers by 2020, according to the Bureau of Labor Statistics. Once the province of recent graduates and those “in between” jobs, the wave of the future seems to be… Continue reading →

Jay Vivian, former managing director of the IBM Retirement Funds, on why rolling over your 401(k) is important. Continue reading →

It’s an irony of life many financial planners see every day: women live longer, but they end up having less for retirement. The money has to stretch further and can sometimes run out. A big part of the problem is… Continue reading →

You don’t need a time-traveling DeLorean to see the value in a good idea from the past. A great “back to the future” type of 401(k) plan popular in the ’80s is being revived, one that promises to take a… Continue reading →