Last month we discussed Target Date Funds, but what if you want to select your own investment lineup for your 401k plan?
Concentrated positions are a bittersweet proposition. Often, they have been the source of great financial benefits. Over time as the concentration grows there are real risks that develop and tend to increase overall [...]
I haven’t posted a video in a while. That doesn’t mean my introspective thoughts on how I can better serve have not been happening. These videos are meant to help me communicate to you what our commitment is to [...]
© Copyright 2020 | Shamrock Wealth Management | All Rights Reserved