Articles
SECURE Act 2.0 – What Employers Need to Know
After a lot of excitement, Congress finally passed the Consolidated Appropriations Act which included several new retirement plan legislations. The SECURE 2.0 and other provisions strive to expand access to retirement plans, increase retirement...
January 2023 Market Update
Allworth Chief Investment Officer Andy Stout breaks down the market’s expectations for interest rates this year and explains why the job market is currently a double-edged sword. As an analytical person, each January, I like to take time to look...
3 ways to recession-proof your portfolio
Allworth Co-CEO Scott Hanson shares his advice for protecting your money and investments during times of economic turbulence. Whether you are a long-time client of Allworth Financial, or just looking for ways to shore up your financial situation,...
December 2022 Market Update
Allworth Chief Investment Officer Andy Stout shares his thoughts on where inflation might be headed in 2023. Welcome to the final Monthly Market Update of 2022! Looking back, the biggest economic story heading into this year was inflation, which...
Unretiring? The impact on your Social Security & Medicare
Allworth Co-CEO Scott Hanson shares some of the potential financial ramifications of 'unretiring.' When the pandemic hit in 2020, tens of thousands of people moved up their retirement dates and left work behind. Now, the strong job market has...
The ABCs of Roth IRAs
Allworth Co-CEO Scott Hanson breaks down the basics of Roth IRAs and Roth conversions. You hear a great deal about Roth IRAs and Roth conversions, but what are they and how do they work? The Roth IRA (established in 1998) is a relative newcomer to...
Build a 401(k) Dream Team with the Power of Partnership
Leverage service providers to help your 401(k) plan run more smoothly. As a retirement plan sponsor, you are a valuable member of a team that includes your recordkeeper, third party administrator (TPA), financial wellness provider and retirement...
November 2022 Market Update
Allworth Chief Investment Officer Andy Stout gives you a look inside the latest inflation data to explain why there are signs it could finally be cooling off. With the Thanksgiving holiday right around the corner, it’s time to reflect on things for...
3 big reasons to share your estate plan with your kids
Allworth Co-CEO Scott Hanson shares three key reasons why you should make it a priority to discuss your estate plan with your adult children. In the next 25 years, $68 trillion (roughly 3X the yearly United States’ Gross Domestic Product) will be...
