The Dangers of Investing Apps Presented by Marc Aarons   I’m often asked about investment apps–whether they’re a solid option, the pros and cons, etc. In the event you have wondered the same, I thought I’d reach out with the answers and advice I offer my friends, family, and clients.   The big picture is […]

Revisiting Retirement Plans in 2024 Presented by Marc Aarons   I hope you’re doing well as we begin the new year. I wanted to check in on how you’re doing and quickly highlight the importance of keeping your retirement plan current.   The start of the year is a great opportunity to look back on […]

Self-Directed vs. Employer-Sponsored 401(k)s Presented by Marc Aarons   Today, I wanted to bring your attention to a topic that I believe is critical to your retirement planning: your 401(k) account. As you may know, many employer-sponsored 401(k) plans have limited investment options, and the plan sponsor makes the investment decisions, not you. As a […]

What it is, and why it’s important.  Provided by Marc Aarons Did you know that May is Disability Insurance Awareness Month? First started in 2007, the month of May was the first time that information about disability insurance became more easily accessible to millions of Americans. Recently, Disability Insurance Awareness Month has become a time […]

“Rule No.1: Never lose money. Rule No.2: Never forget rule No.1.” – Warren Buffett1  Provided by Marc Aarons at Money Managers, Inc.  Risk is a factor in any investment decision that you make. Your tolerance for risk is something that you will want to consider when you make decisions alongside your trusted financial professional. 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 […]