Managing My Investments

At Approach Retirement Advisors, we are fiduciaries and we look forward to welcoming new advisors into the fiduciary family. Unfortunately, a U.S. judge has halted a Department of Labor regulation that aimed to broaden the scope of retirement advisers classified…
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In recent years, cryptocurrencies have brought about a wave of financial innovation, including the introduction of Bitcoin Exchange-Traded Funds (ETFs). These investment vehicles offer a convenient way for individuals to gain exposure to digital currencies without directly holding them. However,…
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For employees approaching retirement with company stock in their 401k, it’s crucial to consider your eligibility to use Net Unrealized Appreciation (NUA) rules before you retire or otherwise reach a triggering event. If you purchase or are awarded company stock…
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With all the ups and downs the market has experienced (with a splash of inflation thrown in), it’s not unusual for financial planning clients to question their portfolio performance. And we understand that – the last few years have brought…
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As an investor, incorporating bonds into your portfolio can offer a sense of security, manage risk, and provide a reliable source of income. However, with the recent increase in interest rates, many investors are left wondering how this will impact…
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