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October Market Commentary A Volatile Start to the End of the Year?
A Volatile Start to the End of the Year? September Recap and October Outlook September equity markets ended the month in positive territory, but with volatility increased. The VIX, the markets “fear index” closed higher than last month, at 16.73, up from 15.00. Intramonth, the values ranged from a high of 23.76 and...
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What to know about the SECURE Act
The SECURE Act ("Setting Every Community Up for Retirement Enhancement Act of 2019”) was passed in 2019 and took...
Advisors Weigh In: How to Increase Participant Contribution Rates
Source: Financial Advisor IQ What’s the most effective tool you’ve used to help increase contribution rates? Dennis...
2020 IRS Retirement Plan Contribution Limits
The IRS has released the Annual Plan Limitations for 2020 for defined contribution and defined benefit plans. The...
Return to the Wild West for Texas 403(b) Plans?
Written by Mike Cochran Eighteen years ago, the Texas Legislature implemented what could arguably be described as the...
A Beginner’s Guide to College Funding
Written by: Matt EscalanteWe all know kids can be expensive when you add up the costs for everyday essentials such as...
Stop failing your financial plan
Written by: Dennis Bielik, CFA®, FRM“A goal without a plan is just a wish” – Antoine de Saint-Exupery. As a Financial...
3 Steps to Improve Your Credit Score
Written by: Dennis Bielik, CFA®, FRMCredit scores will play an important part in many purchases you make throughout...
Fixed-Income: Grab a Seat and Watch the Game Play Out
Written by: Dennis Bielik, CFA®, FRMThere is nothing more popular or prevalent than diversification and asset...
4 Steps to Not Get Spooked by Holiday Volatility
Written by: Chris Jamail, CFP® & Dennis Bielik, CFA®, FRMFall is back again. It’s a season defined by transition...