A profit-sharing plan is a defined contribution plan in which your employer has discretion to determine when and how much the company pays into the...
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May 06, 2021
U.S. assets invested in socially responsible strategies topped $17.1 trillion at the start of 2020, up 42% from two years earlier. Sustainable,...
Apr 16, 2021
You probably already know you need to monitor your investment portfolio and update it periodically. Even if you’ve chosen an asset allocation,...
Mar 10, 2021
Growth stocks have dominated the market for the last decade, led by tech giants and other fast-growing companies. While it’s possible this trend...
Mar 04, 2021
In 2020, three companies in the S&P 500 index announced plans for stock share splits, down from 102 companies in 1997 and seven in 2016.1 As an...
Jan 22, 2021
“You can’t time the market” is an old maxim, but you also might say, “You can’t always time retirement.” Market losses on the front end of...
Dec 22, 2020
When it’s time to prepare the next generation for a financial legacy, you might want to bring your family members together to talk about money. But...
Nov 16, 2020
This year has been challenging on many fronts, but one financial opportunity may have emerged from the economic turbulence. If you’ve been thinking...
Oct 07, 2020
The SMARTMap Portal employs the most advanced security features and protocol to ensure the protection of your individual accounts. It is a...
Aug 31, 2020
Stock market volatility clearly reinforces at least one important investing principle: Short-term goals typically require a conservative investment...
