Asset Allocation

The 3 Most Common Retirement Questions from Employees Answered

At AFS 401(k), our advisors are constantly in contact with employees from all income levels, educational backgrounds, and industries and we see common themes when it comes to the types of questions they are asking us. Daniel Haverkos, our Lead Consultant, spends most of his time with plan participants helping them navigate their retirement savings. “People need help with this stuff, delivered in a down-to-Earth manner that can take them from point A to point B, and let them get on with their day," he says of people's common challenges when dealing with their retirement plan. While we hear a wide variety of questions and concerns from people on a daily basis, here are the three that we hear the most: 

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Parting Ways without Parting from your Assets

Kacy Reece

Kacy Reece

Blog Post

Getting a divorce can be one of the most daunting events in a person’s life. A marriage can end due to a myriad of reasons, but regardless of why, when a divorce happens it puts a toll on everyone emotionally, mentally and financially.

Keeping a clear head can be tough, but making sure you come out financially secure on the other side of divorce is imperative. We walk you through some basic guidelines to manage the process and secure your financial future.     

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Asset Allocation: The Game Changer for Your Investment Strategy

Alex Assaley, AIF®

Alex Assaley, AIF®

Blog Post

Asset allocation: a term heard frequently in the retirement savings world. It's touted as one of the most important components of developing a healthy long-term investment portfolio, but let's be honest, the average saver most likely doesn't know what it means or how it can help them. Saving early, compound interest, and taking advantage of a company match are all important components of saving for retirement, but asset allocation holds a valuable place too. 

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Market Update: Stay Focused on the Long-Term

Alp Atabek, AIF®

Alp Atabek, AIF®

Blog Post

We would like to take this opportunity to share with you some of our observations and perspective regarding recent market movement. The long anticipated market correction has finally occurred.  For the first time since October 2011, the S&P 500 Index experienced a pullback of over 10%.  It was an amazing run, and at over 1400 days, it was the 3rd longest streak in history without a 10% correction.

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