Plan Sponsors Ask…Q: Our soon-to-be-retirees are sometimes unclear about how their finances will actually look in retirement. We are offering them financial wellness information, but it made us wonder about what we can learn from the Baby Boom generation’s actual retirement experience?

Plan Sponsors Ask…Q: Our soon-to-be-retirees are sometimes unclear about how their finances will actually look in retirement. We are offering them financial wellness information, but it made us wonder about what we can learn from the Baby Boom generation’s actual retirement experience?

by | Nov 1, 2018 | Retirement Planning

That’s the topic of an Insured Retirement Institute (IRI) annual survey and report, now in its eighth year. While the survey indicates a generally positive financial picture for current Boomer retirees, many are not confident with their preparedness. Fifty-eight...
Sizing Up Stocks: All About Market Caps

Sizing Up Stocks: All About Market Caps

by | Nov 1, 2018 | Investing

For investment purposes, companies generally can be categorized in one of three broad groups based on their size, large-cap, mid-cap and small-cap. “Cap” is short for market capitalization, which is the value of a company on the open market. To calculate a...