No September Blues for Small Cap Stocks

No September Blues for Small Cap Stocks

October 12, 2017. By Mark Barry: Small cap stocks have been on a roll lately, with the Russell 2000 Index hitting several new all-time highs. For the month of September, the Russell 2000 Index (IWM) was up 6.2%, compared to a 2.1% gain for the S&P 500 Index (IVV)....
Traditional 401(k) Plan vs. Roth 401(k) Plan

Traditional 401(k) Plan vs. Roth 401(k) Plan

October 3, 2017. By Lori Patterson: When people hear these words, anxiety can set in quickly. Unless you are employed in an industry where you work directly with these types of plans and have developed an understanding of them, it’s likely that you too have...
The Ins and Outs of On-Campus Living

The Ins and Outs of On-Campus Living

September 6, 2017. By John Wolfsberg:  It is hard to believe that summer is quickly coming to an end and with this comes back-to-school planning.  I know that many parents are relieved to move back to a set schedule and familiar routine for their households after a...
Repost: Building Sound Financial Habits in College

Repost: Building Sound Financial Habits in College

August 31, 2017. By Olga Okaty: Originally posted on September 8, 2016With  college send-offs wrapping up and a new semester in full swing, parents and students are now settling into their fall routines.  As we witnessed many families in the midst of exciting college...