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Ever felt intimidated by investing? If so, you're not alone. Many investors, from first-timers to well-established investors, experience a pang of anxiety (or a few) when it's time to make financial decisions that involve risk and don't involve guarantees. 

But that's not the only factor that tends to intimate investors; the jargon commonly used by investment professionals and others associated with the financial industry can add another layer of uncertainty to the financial planning process. From indexes to expense ratios, financial buzzwords can Read More

For many, a 401k account is an important part of their comprehensive financial plan. Since employers usually sponsor 401k plans, it can be easy to "set it and forget it"... but like any other retirement plan, 401k plans require regular evaluation to ensure they're working hard for you. 

Our retirement plan advisors share tips on evaluating your 401k.

Financial Strategies: Always Know What You're Paying in Fees

How much are you paying in 401k fees? If

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From economic downturns in China to market meltdowns in Greece, it seems like someone's shouting that the sky is falling every time you turn on the news. Given the financial media's tendency toward exaggeration and hyperbole — after all, steady markets don't exactly make for attention-grabbing headlines — it's no surprise that many investors tend to react emotionally to every market up and down.

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When you're saving for retirement, how do index funds factor into your financial strategies?  Our retirement investment advisors often field questions about index funds and how they work with long-term strategic wealth management. 

While index funds may not be the most glamorous type of investment, we believe they're an essential component in your comprehensive financial plan. Here's why. 

Index Funds vs Active Management: Investment Guidance

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If you've ever considered adding annuities to your arsenal of retirement investment planning strategies, you're not alone. Many Americans incorporate these insurance products into their retirement portfolio under the assumption that it simply makes sense to pay out a bit now, so you can get paid later. 

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Too often investment professionals simply act as middlemen, merely facilitating stock transactions and offering little, if any, real advice or guidance.

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Anyone who has invested has had understandable questions such as “What are my fees?” “What are my expenses?” and “What are my investments costing me?”

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Do you feel confused about which retirement savings accounts you should be contributing to? You're definitely not alone; our retirement planning advisors field questions about retirement savings accounts and options every day. 

In fact, a recent survey of more than 1,000 401(k) plan participants found that almost half of those surveyed didn't feel confident about their retirement investment decisions, and about a third felt pretty stressed out over it. Fortunately, there are a number of plans available to help you save for retirement -- and our retirement investment advisors can help you decide which options are best for you. 

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