Investing

Why are Collective Investment Trusts in Your Portfolio?

Kacy Reece

Kacy Reece

Blog Post

Every month, millions of working Americans save a portion of their paycheck into some form of retirement savings account such as a 401(k), 403(b), or IRA. While there are a lot of investment vehicles, do you know the type that your 401(k) account is being held in? If you’re saving in your employer-sponsored account, your Plan’s Fiduciaries are responsible for providing and monitoring a diverse investment menu. However, you hold the power to determine how much you want to contribute and where based on the available funds within your plan. One type of retirement investment vehicle that has been quickly growing in popularity are Collective Investment Trusts (CITs). So, what sets them apart from mutual fund investment vehicles?

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How to Be Successful in the 4 Most Important Stages of Your Money Life

Kacy Reece

Kacy Reece

Blog Post

Are you thinking of ways to improve your final picture? No matter what your age, taking steps towards securing your financial life is always important. But how do you know what steps to take? Not surprisingly, things may be drastically different for someone in their 20s compared with those in their 60s.

This article will walk you through the four main age demographics from millennials to those entering the golden age of retirement and how handling each stage differently can make all the difference when it comes to doing your "money life" right.

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Are You a Victim to Investment Fraud? Take 6 Steps to Recovery

Kacy Reece

Kacy Reece

Blog Post

Investment schemes are all around us and we've heard a lot of them. They're that infomercial saying "double your income by using this new financial strategy", "we've got a top secret insider tip", or the "hey, do you want to get rich quick?". At first glance, they sound great and so we invest with the best intentions to only be blindsided soon afterward. It's sad to say, but many Americans fall victim to these schemes and lose not only their hard earned money, but their pride, and dignity. While investment fraud can cause havoc in your financial life, it's possible to bounce back from this situation. Below we have created an infographic to assist you with the 6 steps to take if you've been scammed by an investment fraud. 

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8 Online Tools to Help With Your Financial Life

Kacy Reece

Kacy Reece

Blog Post

 

Years ago, if you wanted to have a better grasp on your finances, you would have to talk to an accountant, a CPA, financial advisor, and/or a bookkeeper. On the one hand, having the a face-to-face interaction was nice, but finding a trusted advisor along with paying the high fees just doesn't make sense for everyone. 

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