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News & Articles

Understanding Money Market Funds

A money market fund, not to be confused with a money market account, is a type of mutual fund that invests in instruments like cash equivalents and short-term debt-based securities, which can also include U.S. Treasury Bonds.1 Safety First These funds are designed to be easily accessible and are often considered cash equivalents. Their primary role in a portfolio is to preserve capital while maintaining liquidity. Financial professionals use [...]

Catch-Up Contributions

A recent survey found that 18% of workers are very confident about having enough money to live comfortably through their retirement years. At the same time, 36% are not confident.1 In 2001 congress passed a law that can help older workers make up for lost time. But few may understand how this generous offer can add up over time.2 The “catch-up” provision allows workers who are over age 50 [...]

Choices for Your 401(k) at a Former Employer

One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their 401(k) account.¹ Individuals have four choices with the 401(k) account they accrued at a previous employer.2 Choice 1: Leave It with Your Previous Employer You may choose to do nothing and leave your account in your [...]