Financial Literacy Month – April – Help Employees Understand Their 401(K) By Marc Aarons April is Financial Literacy Month, a perfect time to help employees better understand their 401(k) benefits. With that in mind, I am sharing several key terms that all employees should know. Please feel free to share this more broadly with your […]

Provided by Marc Aarons at Money Managers, Inc. A self-fulfilling policy. An investment policy statement (IPS) is a document which helps the client and advisor stay “on the same page” by clearly stating the expectations and responsibilities of the client and advisor. A standard IPS will usually take into account the client’s general investment goals […]

THE QUARTER IN BRIEF The opening quarter of 2017 was a historic one for Wall Street as the Dow Jones Industrial Average topped 20,000 for the first time. Equities rallied through January and February, then lost momentum in March; even so, the S&P 500 had gained 5.53% YTD when the quarter ended. The Federal Reserve […]