Is a Target Date Fund Safe?

The Myth of Asset Allocation and Diversification

Using an efficient mix of different stock funds and bond funds based on Modern Portfolio Theory should work…right? We do believe in this theory, and historically certain asset classes perform differently through the economic cycle. However, during major market downturns, like 2008, did diversification work? Watch the videos below to learn more.

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Understanding Irrational Investor Behavior

Understanding Irrational Investor Behavior

Irrational investor behavior plagues all of us, since we are indeed human. No one, not even the professionals, really know how and when markets will react to either bad or good news. Markets have, and will continue to be…

Managing Your 401k Account

Managing Your 401k Account

Ever since 401k plans allowed an employee/participant to direct their investments and managed their own account; many employees have asked and wanted a professional to manage their account for them. The 401k industry had…

Retirement Considerations

Retirement Considerations

When you start considering your Retirement, you’ll want to be well informed and prepared to Retire Confidently. Our 401kActiveWatch Fiduciary Advisors will help educate you on the various aspects and important decisions needed for successful Retirement Planning…

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