News & Articles
What To Do With Your Old 401(k)
If you are changing jobs and you have an existing 401(k), you’ll have some decisions to make. The following article covers a few options and the pros/cons for each. If you’re in the decision phase and have things you’re [...]
Is A 529 Plan The Best Way To Save For College?
I am reluctant to admit that college was the best 4 years of my life. (My wife looks at me sideways if I let it slip out around her.) However, between you and me, I admit… college was the best 4 years of my life (shh). [...]
Shamrock News Letter - February
To date, 2023 appears to be stuck in a trading range of volatility. Unemployment numbers, inflation trends and interest rate forecasts keep us in the center of uncertainty. In addition, the markets continue to reckon [...]
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