Advice Center Blog

Diversify, Diversify, Diversify: What a Well-Managed Portfolio Looks Like

SUMMARY: Whether your primary focus is retirement, saving for your children’s college educ...

Should You Put Additional Money in Your 401(k) Plan?

SUMMARY: Should you put additional money in your 401(k)? The short answer is yes. But be m...

The TDECU Wealth Management Approach to Your First Consultation

SUMMARY: Never met with a wealth advisor before? Read this post to learn what to expect an...

Can I Buy a Boat? (Or Rather, Is It a Sound Financial Decision?)

SUMMARY: Managing your money well is all about prioritizing your expenses and making sound...

The Pros and Cons of Managing Your Investments Online

SUMMARY: Thinking about using a robo-advisor or managing your money online? Here are the p...

What Does Vesting Mean for 401(k) Contributions?

You’ve got the ideal job—fulfilling work, great co-workers and a healthy salary and benefi...

6 Questions to Ask When You Meet with a New Financial Advisor

SUMMARY: Before you begin working with a new financial advisor, you should do your homewor...

Should You Pay Off Your Student Loans or Save for Retirement?

SUMMARY: When you’re in your 20s, 30s, or even 40s, you may find yourself caught between t...

The Great Debate: Choosing Between a 401(k) or IRA

SUMMARY: Just over half of working Americans participate in some form of workplace retirem...