Blogs

Educational blogs from SWMG center around the fundamentals of investing and finance.

Target Date Funds

target in a bullseye

For the past several years, our financial advisors have helped to manage several 401(k) plans for small to medium size businesses. And though I discussed 401(k)s and Roth 401(k) and how they work, I haven’t yet addressed what should you invest your 401(k) account IN…? This blog isn’t designed to tell you what to do. …

Read More

Diversifying Your Investments

man viewing his stocks and bonds on a phone and laptop

Previously, on Jill’s Journal, I talked about diversification with stocks and bonds. Remember, the goal of diversifying your investments is to smooth out your ride – you want to have several different types of asset classes to manage the ups and downs of your account. Even amongst stocks and bonds, there are still more ways …

Read More

Volatility in the Market

stocks going down in the market

Wow, the markets have sure had a bumpy ride lately! Unfortunately, this is all par for the course with the history of the stock market. We are coming off several years of growth in the markets, and volatility is back, baby. It is important to remember not to make decisions based on fear and panic, …

Read More

Browse by Category

MENU