Frequently, we encounter clients seeking guidance or a review on the fundamentals of investment. Often, their funds may have been sitting in retirement plans like a 401k, Profit Sharing, TSP, Roth, etc., without active management. However, as retirement approaches, decisions become imperative. Here are some fundamental pillars of investing: Stocks: Represented by terms like equities, Dow Jones, S&P 500, stocks enable clients to purchase a stake in a company, thereby gaining partial … [Read more...] about Exploring the Basics of Investing
