Stock market volatility is trending upward as of late. With increased volatility always come renewed questions of how a portfolio should be positioned. Andy is quoted in this CNBC article discussing precisely that question.
Read More
Bank disputes happen, and there are often more ways to handle them than meets the eye. Read on to learn Andy’s tips to get the best possible outcome for you.
Read More
Are you a one-income family? This read from The Wall Street Journal will equip you with ideas from experts to avoid surprises and make it work financially.
Read More
Does a 34% drop in stocks followed by a 45% rebound have you wondering what to do with your retirement accounts? We were honored to be included in this outstanding quick read from CNN Business on how to think about investing 401(k)s during this wild ride in the market.
Read More
On this 529 (5/29) College Savings Day, it was a pleasure to contribute comments to this gem of an article from The New York Times on saving for college amidst COVID-19. Unsure how your 529 Plan account is invested or how to handle contributions during the pandemic? Read on to learn more!
Read More
Many employees are surprised to learn that their match can be cut, but almost 20% of companies with more than 1,000 employees reduced or eliminated their retirement plan contributions during the Great Recession from 2007 to 2009.
Read More
Bend, OR fee-only financial planner Andy Mardock, MBA, CFP® was quoted in the Business Insider article “8 Ways to Recession-Proof Your Finances, According to Experts.” Read more to learn creative ideas that may help you prepare for the next recession!
Read More
Andy was recently quoted in the article “Building a Better 401(k)” in Kiplinger’s Personal Finance. Have a read to learn about retirement plan investing, target-date funds, Roth 401(k)s, and more.
Read More