by Adam Hoffmann | Oct 7, 2024 | Plan Participants
As the leaves on the trees begin their subtle change from green to gold, yellow, and red, lawns across the country have also begun their shift from green to red, white, and blue. Whether it’s a multiplying of lawn signs in your neighborhood, an influx of radio or TV... 
by Adam Hoffmann | Apr 18, 2024 | Plan Participants
If slow and steady wins the race, 2024 is off to a great start. Through the end of the first quarter, the U.S. stock market, as measured by the S&P 500, tallied its 15th best start to a year in its history. That kind of hot streak may seem to contradict my initial... 
by Jason Kley | Apr 18, 2024 | Plan Participants, Plan Sponsors
Financial Literacy Month is a time dedicated to celebrating achievements in and promoting the importance of financial literacy, along with highlighting the need for effective financial education. Sometimes referred to as Financial Capability Month, the movement... 
by Adam Hoffmann | Mar 18, 2024 | Plan Participants
The difference that a year can make never ceases to amaze me. Whether it’s the development of a new hobby, the shocking amount of space between tick marks on my children’s growth chart in our kitchen, or the continued increase in the number of gray hairs on my head,... 
by Cody Warren | Nov 8, 2023 | Plan Participants
We are constantly bombarded with information—everything we see is BREAKING NEWS! Yet, what is actual news? How does one discern? Most importantly, where are you right now as it relates to the information you are receiving? When it comes to our personal finances, it is... 
by Sue Desrosier | Aug 24, 2023 | Plan Participants
In this 10-minute video, Client Relationship and Education Manager Sue Desrosier, CFEI, BFATM provides a brief introduction to investing, including why you should participate in your 401(k) plan, different types of investments—stocks, bonds, and mutual funds—and their...