Stay Informed
Change in the financial planning landscape is a given. We routinely post content that will help you stay current with legislative topics, financial planning tools, and everything you want to know about retirement strategies.
SIGN UP FOR UPDATES
Essential Investment Tips for Young Investors
The future looks bright for younger investors. A 2024 analysis by the Investment Company Institute found that, adjusted for inflation, Gen Zers have nearly three times more retirement assets than Gen Xers did at the same age. That’s a seismic
Behavioral Biases: Turning Instincts into Investing Advantages
With some 95% of its activity occurring subconsciously, your brain can be quite tricky. With every spontaneous signal, our cerebral synapses expose us to countless behavioral biases, duping us into making misguided money moves long before our rational resolve kicks
Mastering the Art of Tax-Efficient Investing
In Part 2 of our three-part series on bringing order to your investment universe, we looked at how to balance sensible tax management with effective investment planning. Today, we’ll wrap our series with additional ways to ease your transition from
Tips for Managing Capital Gain Taxes in Your Investment Portfolio
As we touched on in Organize Your Investments: A Well-Structured Portfolio, when you sell an investment for more than you paid for it, there can be burdensome capital gain taxes realized in the year of the sale. How do you
Organize Your Investments: A Well-Structured Portfolio
When it comes to investing, our message has long been loud and clear: Build a well-structured portfolio to capture available market returns while managing the risks involved. Shape it to meet your individual goals and risk tolerances. Keep a lid
Mastering Behavioral Biases: Tricks to Outsmart Your Own Brain
With some 95% of its activity occurring subconsciously, your brain can be quite tricky. With every spontaneous signal, our cerebral synapses expose us to countless behavioral biases, duping us into making misguided money moves long before our rational resolve kicks
Updates on the New Orleans Real Estate Market with Andrew Sheppard
A Greek philosopher once said “change is the only constant” and that is certainly true when it comes to New Orleans real estate. That’s why I asked real estate professional Andrew Sheppard a few questions that might help buyers and
Actual Outcomes of Lump-Sum Investing vs. Dollar-Cost Averaging
In a recent piece, we explored how to invest available cash: Should you invest it all right away as a lump sum? Or are you better off wading in more gradually with dollar-cost averaging? In round one, we discussed why
Help Participants Avoid These Target Date Fund Missteps
Target date funds are in high demand these days. According to a recent Sway Research study, total TDF assets reached $3.5 trillion in 2023 — a record level. Moreover, mutual fund target dates began 2024 slightly ahead of collective investment
Fiduciary Hot Topics Q2 2024
Congress releases SECURE 2.0 technical corrections discussion draft On December 6, 2023, the committees of jurisdiction (the Committee on Health, Education, Labor and Pensions (HELP), the House Committee on Ways and Means, and the Education and the Workforce Committee) released
Election Uncertainty Around the Corner
As investors, we must often remind ourselves that markets are forward-looking in nature and that the current, known events have less influence on market returns than one would think. Rather, stocks and bonds trade based on perceived future events, which
Beyond Compliance: The Importance of Effective Retirement Plan Communications
Effective retirement plan communications do more than just meet DOL requirements; the best ones engage, educate, motivate, and empower participants. Optimize your communications to connect with employees on a personal level, encourage informed decisions, and foster more active engagement with
Take Control of Your Financial Future with our Expert Advisory Services
Contact us today to schedule a consultation and discover how our expert advisory services can help you achieve your financial goals with confidence and peace of mind. Let us guide you towards a brighter financial future starting today!