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A new executive order from President Trump could open the door for alternative assets, such as cryptocurrency, private equity (PE), real estate, and digital tokens, to be invested in 401k plans. While …
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If you’ve ever tried to choose a mutual fund or ETF, you know how quickly the options stack up when managing long-term investing. Thousands of funds. Dozens of acronyms. More charts than you could p …
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If you experience the year anything like my family, then June often comes in softly and flys away like jolt. Client projects pile up, kids finish school, and summer plans start to fill up the …
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Ryan Derousseau, CFP®
Thinking Cap Financial
United Financial Planning Group LLC
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