News & Articles


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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Shamrock News Letter - November

November 25, 2022 | Categories: Will’s Touches

We continue to see volatility in the markets. Some of the equity markets have seen a spike, which often happens around a midterm election. We watch the news as it surrounds unemployment, inflation, and interest rates. [...]

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