All Investment Management Content

Benefits of Increasing your Retirement Plan Contribution

Investment Management
Man stacking small wood blocks to make a taller stack

With uncertainty about future Social Security benefits and other sources of income, focusing on your retirement plan savings is critical. Even small saving increases, especially if implemented on a routine basis, may add up to more savings at retirement. Regardless of your age and years to retirement, most financial planners think that it makes sense to save the maximum in your plan, as much as your budget will comfortably allow.

Read More...


Angel Investing

Jordan Strauss, CFA |
Investment Management

Angel investors are small-scale venture capitalists. They are generally high-net-worth individuals who provide seed capital to startup companies. Many angels were once entrepreneurs themselves who have successfully built and run their own businesses. Startups often rely heavily on initial investors for their expertise, advice, and business contacts. Most startups seek angel money first—usually somewhere between $100,000 and $1 million—to get off the ground.

Read More...