Posts from April 2015

Traditional Bond Allocation

By Steve Fahy

The role of bonds in the typical portfolio allocation are changing from this point forward.  Refer to the interest rate chart below.  It shows the 10-year US Treasury rate for the past twenty-five years.  During that period of time,

Looking to 2015: Retirement Plan Changes

What the future holds for retirement plans

The Good News

401(k) and 403(b) Plans

At the start of 2015, participants in 401(k) and 403(b) plans will have contribution limits. A participant will be eligible to contribute up to $18,000, a $500 increase over 2014. Additionally, the catch-up

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