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401k plans are synonymous with employer retirement plans. While many types of employer plans exist (Simple IRA, Sep IRA and 403b), most employees call their retirement plan a 401k. Many people wonder if they should contribute to their 401k or an IRA. An IRA is an account setup by an individual with
There have been some turned heads this week about the inverted yield curve. Some of you may be asking what is an inverted yield curve? It is a phenomenon in the bond market in which longer-term interest rates fall below shorter-term interest rates and has historically been a warning sign that a rece
A Roth IRA is a mirror image of a traditional IRA and the real advantage of a Roth comes in retirement. When you begin pulling, qualified distributions are tax-free. All the growth will never be taxed.
It’s hard to read the news in the morning and not see a reference to inflation lately, so I feel it is worthwhile to talk about what inflation is and what it means for us.
By Judy Loy RICP®, ChFC® and CEO of Nestlerode & Loy, Inc. The biggest cryptocurrency, or digital currency, Bitcoin, has been around since 2009. While innovative, Bitcoin has been incredibly […]
Do you know the core values and beliefs of the companies you invest in? You may have heard of responsible investing as it becomes more popular for investors. There are a few philosophies about responsible investing, but the most common one is ESG investing.
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