Retirement planning can be complex, especially for small companies. In recent years, the introduction of Pooled Employer Plans (PEPs) offers a new retirement plan option for employers. PEPs allow multiple unrelated businesses to join and offer a single 401(k) plan. There are … [Read more...] about PEP for Small Businesses: Benefits and Drawbacks Guide
TARA, TAPAS & TIARA might not be familiar investment terms, but with a looming recession, you'll want to know these terms. Moreover, they're newly coined terms that refer to a trend several prominent investment experts endorse. In short, I will tell you what these acronyms … [Read more...] about TARA, TAPAS & TIARA: Alternatives for Investing Wisely
We all want to know how to invest smartly. But how? One way to look at investing is to compare the known versus the unknown. Here's what I mean. Years ago, my wife and I went to a home and garden show. A vendor that was selling carpet cleaning products caught our … [Read more...] about Recognizable Stocks vs. Unknown Stocks: Investing Smartly
A Blast from the Past! Reviving retro fashion trends is popular but could reviving the past trend of the 60/40 portfolio be on the comeback too? I used to have bell-bottom pants. How about you? I remember being fourteen and getting bell-bottom pants and platform shoes for … [Read more...] about Reviving Retro Fashion & the 60/40 Portfolio
If you are like a lot of other people, you are probably asking yourself, does asset allocation still work? You probably began your investment journey when your employer offered you a retirement plan. More than likely, your employer-provided some basic information about how to … [Read more...] about Does Asset Allocation Still Work in 2023?