ARGI Insights

In-Service Withdrawals from Employee Retirement Plans

March 22nd, 2017

You might be able to take money out of your 401(k), 403(b), or 457 plan while still working.   If you withdraw money out of a workplace retirement plan in your fifties, will you be penalized for it? In most cases, the answer is yes. Distributions taken from a qualified retirement plan before age 59½ Read more

Worried about what might happen to bonds?

March 20th, 2017

If you plan to hold yours to maturity, the fluctuation in their market values need not be worrisome.   Are tough times ahead for the bond market? Some investors think so. U.S. monetary policy is tightening, with the Federal Reserve planning gradual increases for the key interest rate.   A rising interest rate environment presents Read more

Life Insurance Before Age 40

March 15th, 2017

Millennials may have good reasons to obtain coverage now.   Do you plan to buy life insurance before you turn 40? Maybe you should. You may save money in the long run by doing so.   At first thought, the idea of purchasing a life insurance policy in your thirties may seem silly. After all, Read more

February 2017 Market Update

March 14th, 2017

MARKET RECAP* Major U.S stock markets continued to make new highs in February driven in part by positive economic messages from the Federal Reserve and President Trump The S&P 500 steadily climbed during the month, posting a 3.9% gain Top Sectors: Health Care (+6.4%), Utilities (+5.3%) Bottom Sectors: Energy (‐2.2%), Telecom (‐0.4%) The outperformance of Read more

Active and Passive Investment Management

March 13th, 2017

Investment management can be active or passive. Sometimes, that simple, fundamental choice can make a difference in portfolio performance.   During a particular market climate, one of these two methods may be widely praised, while the other is derided and dismissed. In truth, both approaches have merit, and all investors should understand their principles.   Read more

Financial Thoughts for International Women’s Day

March 8th, 2017

Every March 8, we reflect on the financial progress women have made (and still need to make). March 8 is International Women’s Day, a day to celebrate the social and economic progress and cultural achievements of women worldwide.   There really is much to celebrate. Globally, the wealth of women is growing at a faster Read more

How Much Will You Spend When You Retire?

March 6th, 2017

You may have heard that people spend less once they are retired. Statistically, that is true. The question is whether a retiree has enough income to meet his or her expenses.   Ideally, retirees should be able to live comfortably on 70-85% of their end salaries and draw their retirement fund down no more than Read more

America Saves Week

March 1st, 2017

How much are you setting aside on behalf of your goals?   “Set a goal, make a plan, and save automatically.” This is the motto of America Saves Week, which begins on February 27.   America Saves – a project of the American Savings Education Council – calls on Americans to do all three of Read more

Managing Money Well as a Couple

February 27th, 2017

What are the keys in planning to grow wealthy together?   When you marry or simply share a household with someone, your financial life changes – and your approach to managing your money may change as well. To succeed as a couple, you may also have to succeed financially. The good news is that is Read more

The Reasons for a Roth Solo 401(k)

February 22nd, 2017

Here is a way for a solopreneur to save much more for retirement.                                                                                                                                  Self-employed? Seeking to ramp up your retirement savings? You should look at the potential of the Roth Solo 401(k). If you are a high-earning solopreneur, this savings vehicle may be a great choice because it allows you to make both employee Read more

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