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Updates

How the Indy 500 is Like Investing

Aug 21st, 2020
Ed Snyder, CFP®­­, ChFC The Greatest Spectacle in Racing, the Indianapolis 500, returns to the Indianapolis Motor Speedway (IMS) this weekend for its 104th running. The 500 is normally held on the Sunday of Memorial Day weekend, but, like so many other events this year, was postponed because of COVID-19. I’m a big fan of … more »

401(k) vs. Roth 401(k): Which one is better for you?

May 8th, 2020
The 401(k) plan comes in two varieties — the Roth 401(k) and the traditional 401(k). Each offers a different type of tax advantage, and choosing the right plan is one of the biggest questions workers have about their 401(k). It can be a surprisingly complicated choice, but many experts prefer the Roth 401(k) because you’ll … more »

Advisors’ Advice: In This Market, What’s a Retiree to Do?

Apr 3rd, 2020
The stock market may have partially recovered from its drop of more than 30% in recent days, but the problem of big losses in equities and uncertainty in the bond market, especially among corporates and munis, remains as the global economy suffers from a worsening pandemic. To say that financial advisors are being challenged like … more »

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