by Springwater Wealth | Jul 28, 2014 | Investment Management, Wealth Management
At Springwater, we believe that the best strategy for generating superior long-term investment results is to focus on setting the appropriate asset allocation (or mix of categories of investments, like large cap stocks, small cap value stocks, real estate, bonds, etc)...
by Springwater Wealth | Jul 28, 2014 | Financial Planning, Investment Management, Retirement Plans
Conventional wisdom says that Roth IRA and Roth 401(k) accounts make the most sense for younger investors, because they have the greatest likelihood of facing higher tax rates in retirement. As a result, they’re thought to be better off paying taxes now (since...
by Springwater Wealth | Jul 11, 2014 | Financial Planning, Investment Management, Services
FINRA, the self-regulatory organization for the brokerage industry in the US, has recently announced that variable annuities – insurance/investment products that are often complex and expensive – are to come under increased scrutiny. According to...
by Springwater Wealth | Jul 2, 2014 | Financial Planning, Investment Management
According to a recent study by Financial Finesse, a provider of workplace financial wellness programs, women are approaching their finances more proactively and using financial wellness programs at work more often and more regularly than men. However, there is still a...