The Impact of Concentration on U.S. Equity Investing

By T.J. Kistner, CFA, CAIA, Chief Investment Officer at Retirement Plan Advisors, and Alex Gault, CFA, Investment Analyst at Retirement Plan Advisors As a handful of tech stocks have come to dominate the S&P 500 and, more importantly, the Russell 1000 Growth...

RPA’s 3Q24 Market Commentary is Available

The third quarter was an eventful one! We saw the Federal Reserve cut interest rates, the labor market weaken, and certain areas of the equity market enter “correction” territory. We think the economy appears to be on fairly solid footing. Inflation is trending lower....

Starting a Roth IRA for a Teen

This holiday season, consider gifting the teenager in your life a custodial IRA. Want to give your child or grandchild a financial head start? A Roth IRA might be a choice to consider. Read on to learn more about how doing this may benefit both of you. Rules for...

Getting a Head Start on College Savings

Three strategies to help prepare for higher education costs. One study estimates the average cost of raising a child to the age of 17 for a middle-income family is about $310,605. As a point of comparison, the median home price in the U.S. was $417,700 at the end of...

Retiring Wild: The National Parks & You

Exploring our National Parks may boost your happiness, physical health, and mental well-being. For many, finding time to experience nature can be one of the greatest pleasures in retirement. And what better place to take in America’s splendor than one of our...
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