Market Volatility Returns: Fireworks in Greece and China

Investors are rightfully concerned about events in China and Greece, but don’t let a Trojan Horse through the gates that secure a well-founded investment plan and a properly diversified portfolio.

What is a Stable Value Fund?
“Stable value funds are capital preservation investment options available in 401(k) plans and other types of savings plans. 

Be honest: How often do you really think about your retirement savings? Or maybe the better question is: How often do you actually do something to grow that nest egg?

These two basic concepts are key to having a successful financial future. 

This month's participant letter provides an update on the plan's investments so far this year, and Bruce Thompson talks about some risks to be aware of...

Have you seen your plan’s new web center yet?  Take a look and browse through it to get familiar.

Confused about debit cards vs. credit cards?  Wondering which is best for you?  Debit or Credit...

Unsure whether to buy or lease your next car?  Click here for guidance...  Buy vs Lease

Asset allocation -- the mix of cash, bonds and stocks in a portfolio -- determines the spectrum of returns you will experience. Here's a great insight from Jack Bogle, founder of Vanguard...

This interview with Dan Fuss, who has managed Loomis Bond Institutional to a 9.7% annual return since opening it 24 years ago, appeared in Forbes, May 25, 2015 issue.

Looking for an unbiased source of knowledge for expanding financial literacy for you, your children, your grandchildren?  

Your portfolio gains exposure to emerging markets through mutual fund investments. This article by Burton Malkiel of Princeton covers the fundamental reasons for including emerging markets funds in a well diversified portfolio...

Einstein called compounding the most powerful force in the universe. Find out why starting now is a good idea!

The value added through efficient tax management of investments.

Our time tested keys to investment success.

Updated figures on the cost of a college education.

How much should you save for retirement?  With a persistent emphasis on the need to save for retirement, it is also important to consider how much you should be saving for retirement.  Well-respected economists at Morningstar have developed savings rate guidelines to assist… 

How much can I contribute to my 401(k)?  A 401(k) plan, also known as a defined contribution or DC plan, is a great way to save for a secure future, but there are limits to how much you can save each year…

Should I invest or pay off my credit card?  There are always many demands on your paycheck, but a big question is whether to focus on today (credit card debt) or tomorrow (saving for retirement).  The answer involves balance…

Here's a great article from Sunday’s New York Times about one of the key points we talked about in your plan's educational seminar. Why does the average fund investor underperform market indexes so badly? What can you do to close the performance gap?