Investment Planning

On October 23, 2014, the IRS announced its annual cost of living adjustments. Below is a chart from www.401khelpcenter.com that does a nice job summarizing the changes in limits since 2012. Chart of Select Limits                   401k Plan Limits for Year 2015 2014 2013 2012 401k Elective Deferrals  [...]

Below is an email to our clients discussing our recent rebalancing of our Target Allocations.  We thought it would be helpful to share during this recent market volatility.   A phrase I always try to keep in mind during times of higher market volatility is “the markets tend to take the stairs up and the elevator [...]