Entries for September 2016

Monthly Market Update - August 2016
U.S. markets continued to post positive returns in August. The S&P 500 moved up just 0.1%, but U.S. large value stocks gained 0.7% and U.S. small stocks rose 1.8%. International large value stocks had a strong return of 1.6% while international small stocks struggled this month, losing 0.5%. Emerging markets were the top performing asset class, posting a 2.5% gain. Bond returns were down this month as the 10‐year Treasury yield rose slightly. Alternatives experienced modest declines for the month.

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Posted in: Market Commentary
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Roth 401(k) Vs. Traditional 401(k)
You’ve likely heard of the Roth version of your 401(k), but how do you choose whether to put your 401(k) money in a Roth account or a Traditional account?

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Posted in: Article
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