The ‘Standard’ Employee Retirement Plan Annual Contribution Max: $19,500 or $26,000 if over 50 years old. Why we like 401(k) plans: An easy option if you’re an employee Automatic Enrollment Can have Employer matching contributions High contribution limits for employees
The “Typical” Account Annual Contribution Max: None Why we like Taxable or Brokerage: Can hold any marketed securities and assets Easy to set up and administer Benefits are universal and hold no limits on assets Can be used to house
Taking the time to build your education and skill is important regardless what profession you are in. Of course, some of these take more outlay than others. Becoming specialized in a field is something dentists understand well. Financial advisors are
We are a firm that believes the majority of a client’s ability to generate wealth happens from decisions made outside of their investment portfolio. However, we take our role as active managers seriously and have developed a fundamentals-driven process to
