News

Forms submitted. Should have done this sooner.

Up three percent. Better than expected.

Quarterly adjustment done. Back to target allocation.

Found a cheaper fund option. Switching.

401k rolled over. Took two weeks.

I spent way too many hours comparing Edward Jones and Ameriprise before rolling over my old 401(k). With over $35 trillion sitting in American retirement...

Money market funds have gotten surprisingly interesting lately, which is a weird sentence to write. As someone who ignored these things for years, I’ve had...

Year-end 401(k) planning has gotten complicated with all the new rules and limits flying around. As someone who almost missed maxing out my own contributions...

One-year CDs are offering 4.5-5% APY at many institutions. Lock in rates now before potential Fed cuts reduce yields.

Ten-year Treasury yields settled around 4.2% this week after recent volatility. Bond investors are watching Fed signals for clues about future rate direction.