July 12, 2023
Behavioral finance is one of the fast-growing fields in our industry. TPG’s John Woolley and Stuart Robertson examine one of the more important topics as…
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July 11, 2023
Thinking about taking a 401(k) plan loan? Learn about the basics, including the two types of 401(k) loans, interest rate information, repayment terms, maximum loan amounts,…
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June 26, 2023
Compounding growth is a powerful investing concept that involves interest earning interest on itself. Watch the video to learn how it works and how it…
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June 22, 2023
Have a look at these tips before setting up your 401(k) account.
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April 26, 2023
Review some key concepts and points to consider for your 401(k) portfolio.
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April 18, 2023
Listen to John Woolley, CEPA , Managing Director of Wealth Management and Chief Investment Officer, and Lauren Reed, CFP®, Director of Wealth Planning, discuss the…
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April 18, 2023
Learn why it’s vital that you name and maintain your account beneficiaries.
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January 25, 2023
Listen to John Woolley, Managing Director of Wealth Management and Chief Investment Officer, and Stuart Robertson, Portfolio Manager, discuss what happened with bonds in 2022.
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December 20, 2022
Our Retirement Planning division’s Education Specialist Nicole Bryson talks about Roth vs. pre-tax contributions to your 401(k).
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December 13, 2022
Learn what a target-date fund (TDF) is and how it may suit your investment needs.
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October 27, 2022
Nicole Bryson, Retirement Account Manager and Education Specialist with TPG, talks about how the ups and downs of the market impact our retirement plan accounts.
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October 18, 2022
Hear John Woolley, Managing Director of Wealth Management, and Stuart Robertson, Portfolio Manager, discuss the Q3 economy and then read their accompanying commentary below.
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October 6, 2022
Take a minute to learn the differences between a traditional 401(k) and a Roth 401(k).
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July 14, 2022
Concerned about the recent market volatility? Listen to John Woolley, Managing Director of Wealth Management, and Wealth Planning Manager Lauren Reed talk it through.
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April 6, 2022
Concerned about the Fed raising interest rates? Listen to John Woolley, Managing Director of Wealth Management, and Portfolio Manager Stuart Robertson talk it through.
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March 15, 2022
Members of our Wealth Management team discuss how the Russian invasion of Ukraine could affect global wealth management.
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January 27, 2022
Portfolio manager Stuart Robertson shares the team’s thoughts in light of Q1 market activity.
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