NEWS & COMMENTARY

Technical Tuesdays

Social Security Part 1: The Basics

 Social Security Basics are important to know as we approach retirement. When to take Social Security is a difficult decision that most Americans will have to make. In Part […]

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The FSA Safety Net® Part 2

 How does the FSA Safety Net® work? Ron Rough, FSA’s Director of Investment Management continues our discussion about the FSA Safety Net® and how FSA uses this tool to […]

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The FSA Safety Net® Part 1

 How does FSA use the FSA Safety Net® to protect client portfolios from sustained downward trends? Ron Rough, FSA’s Director of Portfolio Management, explains our process in part one […]

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Where should I save? How much should I save?

Where should I save my money? How much should I save? Kim Scott, FSA’s Director of Financial Planning, answers these questions in this week’s episode of Technical Tuesday. Download Our […]

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Have an Exit Strategy

 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 […]

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Follow the Money

“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” means […]

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Employer Match Explained

 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, […]

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What is a QCD?

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, […]

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