Until recently, JourneyTree has not been able to manage employer retirement accounts (such as 401(k) and 403b plans) held by our clients. At the end of 2023, we partnered with a company called Pontera to allow for seamless management of these accounts alongside your other investment accounts. This means that we can now monitor these employer retirement accounts, design appropriate investment portfolios, receive notifications of any investment changes, and adjust investment allocations as needed—all without the need for you to…

With communication always changing, it’s important to be aware of how scammers are using technology for their personal gain. Text messages, phone calls, and email scams are on the rise, targeting people with all sorts of deceptive schemes. Here are the top three to watch out for: #1: Smishing Text message scams (a.k.a. smishing), involve sending text messages to people to trick them into divulging personal information or clicking on malicious links. These messages often mimic reputable organizations or individuals,…