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
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TARA, TAPAS & TIARA: Alternatives for Investing Wisely
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
Recognizable Stocks vs. Unknown Stocks: Investing Smartly
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
Reviving Retro Fashion & the 60/40 Portfolio
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
Does Asset Allocation Still Work in 2023?
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?