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401 - Not OK?

The 401K is perhaps the most popular savings tool today. It comes with impressive sounding benefits such as ‘tax deferred savings’, and ‘no fee management’. Unfortunately, there are many factors you may not have realized when you signed up. Whether you currently have a 401K or are considering one, Jay Beattey’s book is a ‘must read’.

Recent Articles

The Excruciating Cost of…Costs

The Excruciating Cost of…Costs

Ever meet an investment advisor who doesn’t wear a nice suit, drive an expensive car, or live in a posh neighborhood?  Ever see an investment firm in a rundown strip mall, next to a Dollar Tree or Goodwill store? There’s a reason.  Accessing Wall Steet exchanges...

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Reverse Crystal Ball

Reverse Crystal Ball

If you’re under the age of 35, chances are you have never personally experienced a bear market where stock values go down by 20% or more from their highs.  That’s because there hasn’t been a bear market since the 40% collapse of 2008-2009.  In fact, the...

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Death by Credit Card

Death by Credit Card

It would be nearly impossible to function in today’s world without using a credit card from time to time.  And so long as we pay the balance off each month – that convenience comes our way free of charge – and who doesn’t like free? But carrying balances on our...

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About Jay

Jay Beattey James L (Jay) Beattey, IV is President and CEO of Velomon, LLC – an Indianapolis based firm committed to pulling back the curtain on the Wall Street lies, myths, and deceptions that keep most people from achieving their maximum level of financial success. Continue Reading

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