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Category: Money Messages

Why Your Index Fund May Be Riskier Than You Think

Understanding today’s index funds, the benefits of diversification, and how to reduce risk across your investment portfolio.

Published October 2, 2026
Categorized as Articles, Blogs, Financial Wellness Tips, From Mike Francis, In the News, Latest from Francis, Money Messages Tagged financial wellness, index funds, Investing, investment advice

When chaos reigns, stay boring with standard investing strategy

How your investment strategy can help you weather market and geopolitical chaos.

Published April 22, 2026
Categorized as Articles, Blogs, From Mike Francis, In the News, Money Messages Tagged Investing, investment advice, investments

Can a case be made for active management?

Active vs passive investing. Learn more about the upsides, the risks, and how investors should be looking ahead.

Published January 30, 2026
Categorized as Articles, Blogs, From Mike Francis, In the News, Money Messages Tagged financial planning, Investing, investment advice, investments

Making a case for Roth 401(k) accounts in your retirement

Roth 401(k) accounts, available since 2006, offer relief by letting you save through payroll deduction, invest broadly, and withdraw all contributions and accumulated earnings entirely tax‑free.

Published October 15, 2025
Categorized as Articles, Blogs, From Mike Francis, In the News, Money Messages Tagged financial planning, retirement advice, retirement planning, Roth

Retirement investors must have a solid plan to handle economic turmoil

Investors can create a solid investment plan that will help them weather economic turmoil and set themselves up for future gains.

Published May 30, 2025
Categorized as Blogs, Financial Wellness Tips, From Mike Francis, In the News, Money Messages Tagged diversification, investments, retirement

New rules make saving for retirement easier

New rules will make saving for retirement easier. Make sure you’re setting your future self up for success.

Published February 24, 2025
Categorized as Articles, Blogs, From Mike Francis, Money Messages Tagged Budgeting, retirement planning, SECURE 2.0

Planning for Retirement? Here’s how to find a quality financial advisor.

Tips for finding a quality financial advisor

Published September 12, 2024
Categorized as Blogs, From Mike Francis, Money Messages Tagged Misc

Maximizing your retirement savings by minimizing your taxes

Maximize retirement savings by minimizing your taxes using these 4 strategies.

Published May 17, 2024
Categorized as Blogs, From Mike Francis, Money Messages Tagged Misc

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Commitment to Inclusion & Belonging

We value diversity in all forms and celebrate the unique voices of our team members and those we serve. We are dedicated to creating a culture of authenticity and belonging where everyone, from any background, feels respected, valued, and supported.

 

We recognize that building an inclusive environment is an ongoing journey, and we remain steadfast in our commitment to learning, growing, and moving our firm forward to create the best outcomes for our employees, clients, and participants.

 

For more information, listen to Elizabeth Aidoo, our Director of Inclusive Engagement Strategy, speak as a panelist on Building Team Culture and Belonging at the 2024 PLANADVISER conference.

  • Services
    • Workplace Financial Wellness
    • Retirement Plan Consulting
    • Participant Portal
  • Knowledge
    • White Papers
    • Blogs
    • Podcasts
    • From Mike Francis
  • Team
    • Meet the Team
    • Careers
    • Sabbatical
  • Contact