News & Articles
Shamrock News Letter - November
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. [...]
Is the Roth 401k Right For Me?
Maybe you have asked yourself, “Should I make a Roth 401k or traditional 401k contribution to my retirement plan?” The answer is different for everyone. You need to consider your age, tax bracket, and then compare what [...]
Walking with Will - Listening vs Hearing
These videos are a glimpse of how we are trying to meet you in a place where what we do makes a difference in your lives. Look at the video and let me know your thoughts.
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