Market Update – October 1, 2020
Autumn has arrived, with students back in school, baseball playoffs beginning, and football in full swing. Life is trying to get back to as normal as possible despite the ongoing […]
50/30/20 Budget Worksheet
Market Update – September 3, 2020
Back to school this year will be different. On the one hand, like other years, it marks the end of summer, the arrival of cooler weather, kids hitting the books […]
Market Update – August 6, 2020
The battle versus COVID-19 continues. The spread in some of the recent hotspots like California and Florida is slowing, while states in the Northeast and Midwest are now experiencing increases in […]
To Roth or Not To Roth
SRP 3rd Quarter Participant Webinar
TO ROTH OR NOT TO ROTH…THAT IS THE QUESTION Many retirement plans now offer a Roth contribution option, but only 23% of individuals are using this feature*. There’s still considerable […]
Market Update – July 14, 2020
We are at the midpoint of 2020, and it would be an understatement to say it’s been a challenging year so far in the United States and around the world. […]
RIGHT. SIZE. YOUR. RISK.
The recent market ride may have you feeling like you are living in a real-life risk tolerance questionnaire. “What is the worst loss you would tolerate?” “What best describes your […]
Market Update – June 30, 2020
The July Fourth holiday will be very different this year. Although it’s a time to enjoy family and friends, and maybe even watch some fireworks, social distancing and a new […]