Blog

Now, more than ever, the workplace is in constant change. The level of education and direction regarding what is for most people the largest portion of their retirement, your 401k or 403b, is solely put on your shoulders. With little direction, you may only have an 800 number or website to give you some assistance to help you decide the best direction for your future. We believe that education is key for everyone who is trying to save for retirement and has a goal to strive for. This is the perfect time to begin working with a qualified Financial Advisor to better understand your options.

After a recent phone call from my 21-year-old son, I realized that some things never change. With the advancements in technology, it has never been easier to invest with an account on apps like Robinhood, SoFi, and Stash. Many of my son’s friends (Gen Z) are using these platforms on their quest to get rich quick and retire early. For young inexperienced investors, I equate this to the euphoria around the tech bubble of the 90s or even certain pyramid schemes.