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Resources to help you invest with confidence

 

Sunday, November 12, 2017

You may have read about the rise of so-called “robo-advisors,” online investing platforms that use computer-generated algorithms to create strategies and manage your money. These platforms provide simple portfolio management with very li...

 

Sunday, November 12, 2017

Research shows that employees have better retirement outcomes when plan sponsors provide greater support. We developed this special guide to help sponsors improve employee engagement and savings behavior....

 

Sunday, November 12, 2017

As an educator contemplating the transition from work to retirement, we understand you may have several questions about when and how you can retire. This report addresses common questions and offers strategies to help you plan for a com...

 

Sunday, November 12, 2017

Many Americans worry about saving enough for the future and may not understand how to fully take advantage of their employer-sponsored retirement plan. We created this special report to help you make the most of your saving and inves...

 

Sunday, November 12, 2017

The decision to attend college is a serious one, and it has lifelong implications. Changes in the US economy and employment market, along with a revolution in technology, are causing high school graduates and their families to carefu...

 

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Sunday, November 12, 2017

On average, physicians spend as many as 14 years in college and postgraduate training, including earning bachelor’s and medical degrees and serving internships, residencies, and even a fellowship...

 

Sunday, November 12, 2017

Personal finance and investing is an enormous field that provides many options. We wrote this guide to help individuals in their 20’s and 30’s navigate the world of investing and personal finance and to help them start thinking seriou...

 

Sunday, November 12, 2017

Nationwide, elder abuse is a major public health problem. Elder abuse occurs when a caregiver or someone in a relationship of trust with the elder intentionally causes, creates, or fails to prevent a risk of harm to an adult 60 or old....

 

Sunday, November 12, 2017

Choosing a financial advisor may be one of the most important financial decisions that you will ever make. The person you decide to work with will be in a position to influence critical investment and planning decisions, and the qua...

 

Sunday, November 12, 2017

The intent of this guide is to help you with the unfinished paperwork and decisions that can be overwhelming after the death of a lov...

 

Sunday, November 12, 2017

America is facing a serious retirement crisis: many Americans are not confident that they will be able to enjoy a comfortable retirement, and many retirees face longevity risk, or the danger of outliving their life sav...

 

Sunday, November 12, 2017

Research shows the average American employee switches jobs 11 times before retiring. Job changes means many Americans have old 401(k) plans that may not be allocated properly to help to prepare them for retire...

 

Sunday, November 12, 2017

Market movements, business decisions, economic events, politics, interest rates—many factors can influence the performance of your investments. Instead of worrying about events that are out of your hands, focus on optimizing wha....

 

Sunday, November 12, 2017

As financial professionals who specialize in helping government employees transition from work to retirement, we understand that you may have questions about when and how you can retire. This special report addresses some common ques...

 

Sunday, November 12, 2017

Social Security provides an important source of guaranteed income for most Americans. Choosing the right claiming strategy is even more important under new Social Security regulatio...

 

Sunday, November 12, 2017

Small-business owners are an essential component of keeping America’s economy churning. In the United States, small businesses with 500 or fewer employees make up 9.7% of companies and are collectively worth more than $10 trill...

 

Wednesday, October 12, 2016

Publicly traded companies are required to report quarterly financial results to regulators and shareholders. Earnings season is the often-turbulent period when most companies must disclose their successes and failures.The second...

 

Tuesday, October 4, 2016

Many differences exist among baby boomers, Generation Xers, and millennials. But one thing that brings all three generations together is a concern about their financial situations. According to an April 2016 employee financial wellness...

 

Monday, October 3, 2016

Though the final week of the third quarter ended positively for the major indexes, stocks took a rocky path to get there. A presidential debate, surging oil prices, and concerns about a global bank all took their toll on the market...

 

Wednesday, September 28, 2016

If you’re eligible for an early-retirement package from your employer, determine whether post-retirement medical coverage is included. These packages sometimes provide medical coverage until you reach age 65 and become eligible...

 

Monday, October 12, 2015

Williams Wealth Management Group Inc. of Bradenton was one of the fastest growing of the businesses named to the inaugural USF Fast 56. Owner Derek Williams said his firm has grown 300 percent over the past four years, ranking it 18th...