David Sullivan Financial Advisor

I'd be happy discuss options if you have a retirement plan from a previous employer.

Choices for Your 401(k) at a Former Employer Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Do global and international mutual funds complement or conflict with each other?

Global vs. International: What’s The Difference? International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.