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May 3, 2021

Know Your Target Date Fund

Not all target-date funds are the same. Investors choose a fund that roughly coincides with their planned retirement year, and over time, the funds adjust their holdings and become more conservative.

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Jan 7, 2019

2018 Investment Review: Top Three Surprises

Most investors will remember 2018 for the stock market’s wild ride in the 4th quarter. But there was plenty more going on this past year. We’ve outlined our top three investment strategies for 2018 that stood out, either for good or bad reasons.

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Jul 30, 2018

Target-Date Funds: Are They Right for You?

Chances are you’ve heard of target-date funds…but do you really know what they are and if they’re a good fit for your investment plan? We dive into the particulars so you don’t have to! Read on for more information on the pros of target-date funds, as well as their downside.

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Jan 23, 2017

401(k) – Review Your Investments: Target Date Funds

It’s a new year and a perfect time to review your 401(k) investments. If you are saving aggressively for retirement (and we hope you are), then be sure those dollars are working hard for you. Target date funds are a popular investment option, but you may want to dig deeper.

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Apr 13, 2015

Investing for Retirement: Target Date Funds Can Be Dangerous

Are your 401(k) dollars going into target date funds? If so, take a closer look! Obvious assumptions about these funds prove to be false.

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