FSA’s investment philosophy is based on 2 key concepts: Follow the Money Have an Exit Strategy. In this video, Ron Rough, FSA’s Director of Portfolio Management explains how FSA
Read More
the roth ira vs. the traditional ira What is the difference between a Roth IRA and a Traditional IRA? In this week’s episode of Technical Tuesdays, Kim Scott, CFP®, FSA’s Director
“Follow the Money” is the first principle of FSA’s investment approach. In this week’s episode of #TechnicalTuesdays, Ron Rough, FSA’s Director of Portfolio Management, explains what “Follow the Money”
Employer Match is a contribution made to your retirement plan by your employer and is dependent on your contributions to your plan. In our latest episode of Technical Tuesdays,
QCD stands for Qualified Charitable Distribution and can be an advantageous way to make a gift to your favorite charity. Kim Scott, CFP®, explains what a Qualified Charitable Distribution is,
Active investment management involves adjusting your portfolio allocation according to trends in the market. Ron Rough, CFA, FSA’s Director of Portfolio Management, explains the difference between active and passive investment
RMD stands for Required Minimum Distribution, and is the source of many of the questions we get from clients at FSA. In her #TechnicalTuesday debut, Kim Scott, CFP®, explains what