by Cindy Joyce | May 1, 2019 | Investing
Written By: John Paul Curtin A brokerage account is a taxable (non-retirement) account that is held at a licensed securities firm or brokerage. Typically these investment accounts are set up to link to a checking or savings account to allow for electronic transfers of...
by Cindy Joyce | Mar 29, 2019 | Investing
At times, the database and ranking system created by Morningstar, an investment research company often relied on by both retail investors and institutional investors alike, is imprecise in describing the philosophy of a mutual fund or exchange traded product. This...
by Cindy Joyce | Dec 28, 2018 | Investing, Retirement Planning, Smart Spending, Tools
Written By: Jen Pieson In the past few years we’ve seen a significant increase in the number of Health Savings Accounts offered to our clients. HSAs used to be fairly unusual, but now they are popping up left and right at benefits enrollment time. Are HSAs a good...
by Cindy Joyce | Dec 18, 2018 | Investing
Written by: Michael Joyce, CFA, CFP® You may have noticed news over the past couple of weeks that all major stock market indices have neared “correction” territory (that is, they are down 10% or more from their recent peak). Recent news also reported that...
by Agili Blog | Sep 29, 2016 | Investing
Written By: Marilee Falco and Adrienne Martin It is that time of year again! Open enrollment season is upon us – that is, the limited period each year when employees are able to make changes to the benefits they receive from their employer. Your JPP financial...
by Agili Blog | Sep 16, 2016 | Investing
Written by: Davis Barry If I am not currently employed can I contribute to a Roth IRA? Yes, there are a few instances where you may contribute to a Roth IRA even when you are not currently employed. Those include: You have earned income from earlier in the...
