Well and Good LLC

Registered Investment Advisor

Links and information we expect you will find helpful, from sources we respect but do not always independently verify.

NBOA Net Assets article 403(b) Plan Compliance Strategies.

Glossary of 403(b) plan fiduciary terms.

Videos/clips on behavioral finance c/o Nightly Business Report.http://www.pbs.org/nbr/site/features/special/mind_and_money_presidents/

How well do participants understand target date funds? A Vanguard survey says very well. 

Additional information about SEC-registered investment advisors, including Well and Good LLC, is available on the SEC’s website at www.adviserinfo.sec.gov, Well and Good's CRD #: 151901. Form ADV2.

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