Goals… a short Guide

Goals… a short Guide

The word "goals" seems to generate a certain sort of emotional weight, for many, it's a roll-your-eyes-sort-of-dread ... “Not this again.” But we've found the following ideas to be helpful as we enter the annual season of goal setting.

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Behavioral Pitfalls to Watch Out For

Behavioral Pitfalls to Watch Out For

Successful investing requires overcoming one’s own psychological foibles – but you must identify them first.

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Investing Do's and Don'ts

Investing Do's and Don'ts

It's important to focus on the things that you can control.

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Don't Get too Caught up in the Trump Bump or Slump

Don't Get too Caught up in the Trump Bump or Slump

There’s always one certainty about the stock market. It’ll go up and down.

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5 Time-Tested Tactics to save for Retirement

5 Time-Tested Tactics to save for Retirement
By the Editors of Kiplinger's Personal Finance

Follow our stategies to achieve financial Security, then reap the rewards.
 

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401k Participants Look to Lotto Winners for Withdrawal Advice

401k Participants Look to Lotto Winners for Withdrawal Advice

All who chose annuitized payment happy with their choice

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Shocker! (Not): 401k Participants Want Help With Rollovers

Shocker! (Not): 401k Participants Want Help With Rollovers

 

Eight in 10 DC plan participants talk to an advisor

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Featured

Buffett: Indexing the Best Choice for Investors Large and Small

Buffett: Indexing the Best Choice for Investors Large and Small

Berkshire Hathaway CEO Warren Buffett praises indexing, and American dynamism in his 2016 letter to shareholders. 

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The Limits of Investment Math

The Limits of Investment Math

For long-term investors, knowing higher math isn’t necessarily an advantage.

By John Rekenthaler | 01-31-17 | 06:00 AM | 

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A Wellness Check for your Retirement Plan

A Wellness Check for your Retirement Plan
By Christine Benz | 01-19-2017 

Christine Benz shares the keys to determining if your retirement plan is on track.

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How to Prioritize Retirement Savings

How to Prioritize Retirement Savings

Take a step back and look at your household balance sheet to make sure your savings dollars are generating the highest return, says Morningstar's Christine Benz.

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Fund Focus VEA

Fund Focus VEA

The FTSE 100 Index, which is composed of the 100 largest companies listed on the London Stock Exchange is at a higher level now than during BREXIT. Click Here to check out the performance of the Vanguard FTSE Developed Markets ETF (VEA)

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Post Election Note

Post Election Note

A quick note in the wake of the Election

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Retirement Savings Options: Traditional vs. Roth

Retirement Savings Options: Traditional vs. Roth

This month, we’re talking about the different retirement saving options available to employees and the contribution limits for each option.

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Fund Focus DFCEX

Fund Focus DFCEX

DFA Emerging Markets Core Equity Fund (DFCEX)

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401k Market Update October 30, 2015

401k Market Update October 30, 2015

By: Jordan Gentile for Thompson Wealth Management

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Want to Be a More "ADEPPT" Investor? Focus on the Things You Can Control.

Want to Be a More "ADEPPT" Investor? Focus on the Things You Can Control.

Savvy planners focus most of their time and attention on managing things they can know and control, and work hard to filter much of the noise associated with investing. At TWM we've developed the acronym “ADEPPTS” to help you focus on managing:

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Vanguard Value Index Adm

Vanguard Value Index Adm

We are already more than halfway through 2016 and the Value stocks continue to shine bright.

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Are you living within your means?

Are you living within your means?

This is a crucial question, particularly when it comes to achieving your long-term financial goals. 

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Web Recording of Interview with Former PM Tony Blair

Web Recording of Interview with Former PM Tony Blair

 

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