Getting Your Financial Ducks In A Row
MARCH 10, 2025
It should be noted that some companies do not match your funds at any level in a plan. If you aren’t currently participating in your company’s 401(k) or other deferred compensation plan and they match your funds, you are throwing money away by not participating in the deferral arrangement. So, what should you do about this?
Zajac Group
MARCH 20, 2023
For some, concentration risk might mean holding any amount of a single stock position in a company they work for. For others, concentration might feel suitable if they have significant other assets and/or if they have a high risk tolerance or high risk capacity.
Zajac Group
JANUARY 10, 2023
For this, you’ll may want to build or add to a low-cost, globally diversified investment portfolio, allocated across a mix of stock and bond asset classes that reflect your personal financial goals and risk tolerance. Once you’ve got your buckets in place, you can more accurately develop action plans that align with your goals.
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