Getting Started
Securing your financial well-being is one of the most important things in life.
Securing your financial well-being is one of the most important things in life.
*Dollar cost averaging does not ensure a profit nor does it protect against a loss in declining markets. It involves continuous investment in securities regardless of fluctuating price levels. You should consider your ability to continue purchases in periods of low or fluctuating price levels.
The information contained within this website is intended to be informational in nature and should not be considered a recommendation or individualized advice to a specific individual. Links to third party websites are provided for your convenience and information only. The content in any linked websites is not under our control and we are not responsible for it.
Before individuals make any decision as to which type of employee contribution is best, individuals’ traditional deferrals or designated Roth contributions, review individuals’ strategy with an independent tax advisor.
Any discussion of taxes is for general informational purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their own qualified legal, tax and accounting advisors as appropriate.