News & Articles
Walking with Will, This Time With a Friend!
Walking with Will...and a new Friend. New experiences and new friends help Will appreciate what he already has.
Shamrock Newsletter - February
Short and sweet this month. The horizon for 2024 looks like decent economic growth - low probability of recession, inflation reduction and strong employment.
To Roll Over - or Not To Roll Over - Your 401(k)
As your career advances and you have held various positions at various companies, you could have retirement savings in several employee-sponsored retirement accounts.
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