Are you concerned or have an interest in money issues? Tune into DMM with Henry Wong as he navigates the financial best practices you need to incorporate on your path to financial freedom. Hear from industry experts on how financial wellness is shaping the future of the retirement landscape. Now available on Apple Podcasts, Spotify, and wherever you binge on podcasts!
Henry Wong and Juncture 401k are devoted to reducing fiduciary liability and increasing overall financial wellness for its employees. Below are the latest episodes of Disruptive Money Management as well as a collection of our Insights into our practice. Whether you’re a plan sponsor wanting to know more about how to mitigate fiduciary risk or a plan participant seeking holistic financial advice, you’re in the right place.
We're all working towards retirement whether that is five, ten, fifteen, or twenty years away. But how many times have we actually stopped and wondered whether we're on track? Saving and putting money away in retirement accounts is a good start but unless we know an approximation of the end result, there is no way we can tell whether what we're doing is enough.
Read MoreHave you ever wondered whether you should sell your company stock or continue holding onto it for the long haul? What you should do ought to be based on the questions you have on your overall financial life. Remember that company stock is just an instrument to help you achieve your overall financial goals. Start by asking yourself the fundamental questions relative to your financial life before deciding whether you should sell or hold.
Read MoreThe traditional method of bringing a private company to market via IPO is still strong but even stronger still is the SPAC model. Companies such as Virgin Galactic, DraftKings, and Nikola Motors have all debuted on the public markets through SPAC vehicles. Unlike IPOs of the past, investors are no longer left on the sidelines. Retail investors can have access to these private companies by buying common stock, warrants, or units of SPACs.
Read MoreThe Roth IRA is a powerful investment vehicle for investors. Make sure you keep it supercharged by steering away from these five costly Roth IRA mistakes.
Read MoreThe mindset you should take when investing during uncertain times. Volatility in the markets will always be there. Whether it is a virus plaguing the country or an economic recession, we will see uncertainty in the stock market. Don't let the fear drive you away and follow these prudent steps to investing during uncertain times.
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