The Benefits of Automatically Rebalancing Your Portfolio

Today we are going to focus on your employees. Specifically, we will discuss how they can improve their investment outcomes. One of the things your employees can do is automatic rebalancing. This is a process to reallocate your assets within a portfolio to stay in line with predetermined percentages. Rebalancing makes sure that there is Read More…

How to encourage lower-wage employees to participate in a 401(k) plan

Offering a retirement plan is a major benefit businesses can offer to their employees; yet I often come across clients who have lower-wage employees who do not participate. Most business owners assume their lower-wage employees don’t elect to participate in a 401(k) plan simply because they cannot afford to, but in reality the the lack Read More…