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  • Services
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    • Behavioral Finance
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  • Archives
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  • About us
Retirement Account Decision Tree

Retirement Account Decision Tree

May 7, 2015

Choosing what type of accounts to use to save for retirement and how to prioritize their funding can be confusing. Below is a basic decision tree to hopefully make the process a little easier. Self-employed people and certain others have situations that are more complex, but this is an appropriate guide for...

It’s Still 2014 For the Roth IRA

It’s Still 2014 For the Roth IRA

Mar 30, 2015

Remember back when gas was $3.70, Jeremy Clarkson was still on Top Gear, and One Direction was a crappy five-member boy band instead of a crappy four-member boy band? 2014 seems so long ago for most of us, but for contributions to your IRA account that year is still alive....

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This website is operated and maintained by EmeraldSpark Investments, LLC. This website is for informational purposes only and EmeraldSpark reserves the right to modify its contents at any time. The content provided is limited to the dissemination of general information pertaining to our services as well as general investment-related information. It does not constitute investment advice or a solicitation to sell securities.

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