Managing My Investments

Back in the day, many people found a job in their 20s and stuck with it until they could retire and claim their pension. However, times have changed, and according to recent data, the average person in the United States…
Read More

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…
Read More

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,…
Read More

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…
Read More

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…
Read More

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…
Read More