Salesperson vs. Advisor
Financial Planning
Feb 24, 2021
There is a fine line between advising clients and selling products. Many financial advisors are viewed as salespeople by...
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Webcast: The Election and The Markets
Webcast
Aug 15, 2020
Webcast: The Election and The Markets
Webcast
By: Jude McDonough, CFP® AIF®
Aug 15, 2020
Over the last couple of weeks, the election has come up in almost every conversation we’ve had with clients...
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Webcast: The Risks of Market Timing
Investment Management
Jul 16, 2020
Webcast: The Risks of Market Timing
Investment Management
By: Jude McDonough, CFP® AIF®
Jul 16, 2020
During this brief webcast, I discuss the risks of market timing and how it might affect your long-term investment...
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Webcast: Traditional IRA vs. Roth IRA
Retirement
Jul 09, 2020
Webcast: Traditional IRA vs. Roth IRA
Retirement
By: Jude McDonough, CFP® AIF®
Jul 09, 2020
During this brief webcast, I discuss the differences between Traditional IRAs and Roth IRAs. Disclosures
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Webcast: What’s in my Target Date Fund
Retirement Plan Consulting
Jun 25, 2020
Webcast: What’s in my Target Date Fund
Retirement Plan Consulting
By: Jude McDonough, CFP® AIF®
Jun 25, 2020
During this brief webcast, Jude McDonough CFP® AIF® discusses the pros and cons regarding Target Date Funds. Disclosures
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Webcast: Know your 401(k) Options Between Jobs
Financial Planning
Jun 17, 2020
Webcast: Know your 401(k) Options Between Jobs
Financial Planning
By: Jude McDonough, CFP® AIF®
Jun 17, 2020
If you’re changing jobs and are wondering what to do with your 401(k), this brief webcast provides an overview...
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WEBCAST: CONSEQUENCES OF CARES ACT RETIREMENT WITHDRAWALS
Retirement Plan Consulting
May 04, 2020
WEBCAST: CONSEQUENCES OF CARES ACT RETIREMENT WITHDRAWALS
Retirement Plan Consulting
By: Jude McDonough, CFP® AIF®
May 04, 2020
Thinking of taking a CARES Act withdrawal from your retirement account? This brief webcast highlights the consequences to consider before...
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