News & Articles

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Shamrock News Letter - December

December 27, 2022 | Categories: Will’s Touches

We at Shamrock want to wish all of you a safe and joyous end to 2022. The investment landscape has truly been universally difficult. The economy was strong in early 2022 and yet the markets were decreasing. At its best, [...]

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Does A Target Date Fund Make Sense For Me?

December 16, 2022 | Categories: Will’s Touches

You have heard of the work/life balance and now we’re talking about taking time to manage your investments in your 401k plan. What? You don’t have time for that? That may be where a Target Date Fund or TDF might make [...]

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Year-End Financial Planning 2022

December 5, 2022 | Categories: Will’s Touches

As 2022 comes to a close, you’ll want to reassess your financial goals, examine any life changes that will affect your saving or spending, and learn about recent developments in the world of taxes and finance that might [...]

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