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How to Roll Over Your 401(k): A Step-by-Step Guide
When you leave a company, rolling over your 401(k) can seem like just another thing that you don’t want to worry about, but...

Jeran Van Alfen, CFP®
Feb 12


Fed Note: January 29, 2025
At the January meeting, the U.S. Federal Reserve Open Market Committee voted to keep the Fed funds rate steady at the current range of...

Investment Committee
Jan 29


2025 Updates to Retirement Plan Contributions
As we step into 2025, it's essential to stay updated on the latest changes in retirement plan and IRA contribution limits.

Jeran Van Alfen, CFP®
Jan 4


Fed Note: December 18, 2024
At the December meeting, the U.S. Federal Reserve Open Market Committee voted to cut the Fed funds rate by another -0.25% to a new range...

Investment Committee
Dec 18, 2024


Fed Note: November 7, 2024
In a busy election week, one could almost be excused for forgetting about the Fed. At the November meeting, the U.S. Federal Reserve Open...

Investment Committee
Nov 7, 2024


Election Note: November 6, 2024
After a long campaign season, with key policy points discussed ad nauseum, the following serves as a status update of several more...

Investment Committee
Nov 6, 2024
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