Covering the basics of rational investing for family and friends. Thursday, April 27, 2017. Monitor Your CD Maturity Dates. Tuesday, April 25, 2017. In this post Ill discuss the concept of duration, especially as it relates to bond funds, which is the way you probably own bonds if you own them at all.

1 Doing up-front research to understand users and their goals. 2 Finding the common ground shared by user goals and business goals. 3 Representing user goals clearly in a product design.

Enroll in your retirement plan. Review any plan materials from your employer. Get answers to the big financial questions. A series of free webinars to make financial topics simple to understand. Are Target-date investments right for you? .

Enroll in your retirement plan. Review any plan materials from your employer. Get answers to the big financial questions. A series of free webinars to make financial topics simple to understand. Find the money to save for retirement.

Mid-Sized Retirement and Healthcare Plan Management Conference. Educational conferences focused on key retirement plan and healthcare benefit issues for mid-sized employers. What Our Attendees Have to Say. This conference is one of the better if not the best conferences that I get to attend and speak at, and I attend many of them.

Is there a monkey running my index fund? Onomatopoeia and target-date funds. The fine art of being a fiduciary and how My Plan Manager can help. Leaving money on the table. Emerging markets can likely withstand a Fed liftoff. Why all the negativity? 4 steps to fiduciary success for plan committees.

I am on a journey. Being supported in my career. Goals propels me and the company. Stability, and development allow. Me to chart my own course. I am surrounded by excellence. Our crew and leaders are exceptional in the investment industry providing loyalty-inspiring service to clients. I am on a journey to a brighter future.