What’s on our mind? You can read about it in our Financial Focus Blog. Whether it’s ideas about prudent planning or emerging trends that affect your retirement savings, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Lewis Chamberlain |
Tuesday, May 17, 2022
The news is bursting with discussion of inflation. It's a subject we haven't had to discuss in great detail for more than 30 years. If you are young then chances are this is your first experienced with inflation. If you are middle...
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Lewis Chamberlain |
Wednesday, April 14, 2021
Savings Plus promotes three ways for participants to invest, but there is actually a fourth option for those with higher expectations. Savings plus offers Target Date Funds for what it refers to as the 'do it for me' participants....
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Lewis Chamberlain |
Tuesday, January 12, 2021
When constructing a portfolio we seek to design a solution that will keep you invested through all market cycles, up and down. Portfolios implemented with this method have a larger allocation to the stock market,...
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Saturday, January 25, 2020
New IRS Contribution Limits: Changes for 2020 The IRS just increased the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan accounts for 2020. Here’s a quick look at the changes. This year, you can...
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Lewis Chamberlain |
Thursday, November 28, 2019
Bottom line... You can not become a surgeon by buying a scalpel. You are not a dentist because you own a drill. You are not a plumber because you bought a nice wrench. You are not a portfolio manager because you own index funds.
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