August 2016

Investors Are Human, Too 
Researchers in the field of behavioral finance have studied how cognitive biases in human thinking can affect investor behavior. 

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Be Prepared to Retire in a Volatile Market 
Market losses on the front end of your retirement could have an outsized effect on the income you might expect from your portfolio.

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Understanding the Net Investment Income Tax 
The net investment income tax has been in effect since 2013, but continues to cause confusion. Here's what you need to know. 

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Should I pay off my student loans early or contribute to my workplace 401(k)? 
For young adults with college debt, deciding whether to pay off student loans early or contribute to a 401(k) can be a tough question. It's a financial tug-of-war between digging out from debt today and saving for the future.   More Details


Have you heard about the newest employee perk? 
What's one of the most cutting-edge employee benefits right now? Company-provided student loan assistance for employees who are paying back student loans.

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This information is not intended to be tax or legal advice. It is provided for your education only by Pennytree Advisers, LLC. Individual circumstances may vary.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2016.

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