News & Events
News
The Solo 401(k)
Do you work for yourself? Then you may want to consider the solo 401(k), which marries a traditional employee retirement savings account to a small-business, profit-sharing plan. To have a solo 401(k), you must either be the lone worker at your business or its only...
Ways to Fund Special Needs Trusts
A look at the different options & strategies. If you have a child with special needs, a trust may be a financial priority. There are many crucial goods and services that Medicaid and Supplemental Security Income might not pay for, and a special needs trust may be...
Investing for Impact
Socially responsible investment strategies and you. SRI (Socially Responsible Investing), Impact Investing, and ESG (Environmental, Social, and Governance) Investing belong to a growing category of investment choices that use traditional investing practices to...
Encore Essentials: Mutual Funds
In this article we will break down the basics of mutual funds and give you an overview of how they work and why so many investors like them! What Are Mutual Funds? A mutual fund is a company that pools money from many investors and invests the money in securities such...
