by Dayle Scheinman | Oct 10, 2020 | Investing
The first rule of investing is to “buy low, sell high.” However, when markets grow choppy, we tend not to buy more and will often sell. When markets are calm, we grow more confident in our portfolios. It’s at those times we’re likely to invest more. The fear and greed...
by Dayle Scheinman | Oct 10, 2020 | Wealth Management
Here are four ways to build the momentum you need to help you move forward in your budgeting process: Build an Emergency Fund Probably the most important rule of budgeting is to have an emergency fund to help when something unexpected comes up, such as a car,...
by Dayle Scheinman | Oct 10, 2020 | Defined Contribution Plans, Social Security Income
Thank you all that have submitted questions the past few months. We have had some great ones thrown out and we hope these answers help. Don’t be afraid to ask a question, someone else is probably wondering about the same thing. Q: Our small company has, of...
by Dayle Scheinman | Oct 9, 2020 | Defined Contribution Plans, Fiduciary Concerns
October Audit third quarter payroll and plan deposit dates to ensure compliance with the U.S. Department of Labor’s rules regarding timely deposit of participant contributions and loan repayments. For calendar year safe harbor plans, issue the required notice to...
by Dayle Scheinman | Sep 10, 2020 | Wealth Management
There are many ways to teach your children good money sense. You can fall back on stories of how you used to earn, save and spend money all those years ago. You can fill their heads with lessons on how important it is to be careful and wise with their money. However,...
