Guideline

Thola ukuthula kwengqondo endleleni yakho eya empeshenini. Uhlelo lwethu lokusebenza¹ oluwina imiklomelo lukwenza kube lula ngokuqabulekayo ukusetha i-akhawunti yakho Yomhlahlandlela futhi ulandelele ukuqhubeka kwakho noma nini, noma kuphi.

ISETHA NGEMIZUZU
Setha i-401(k) yakho ngamaminithi ukusuka kufoni yakho, ayidingeki ikhompuyutha.

FUMELA NOMA KUNINI
Buyekeza amanani omnikelo wakho noma wenze izinguquko kumaphothifoliyo wakho wokutshala imali ngokuthepha nje okumbalwa.

TSHALA NGOKUZEthemba
Thatha uhlu lwemibuzo yethu ukuze ubone ukuthi iyiphi iphothifoliyo yethu ekulungele. Futhi, sizolinganisela kabusha ngokuzenzakalelayo iphothifoliyo yakho ukuze sikusize uhlale usendleleni efanele.

HLOLA INTUTHUKO YAKHO
Bona iphothifoliyo yakho, ukusebenza, kanye nokonga okuphelele komhlalaphansi kuze kube manje.

HLANGANISA IZIMALI
Ungakwazi ukukhipha amanye ama-akhawunti khona kanye kuhlelo lokusebenza ukuze konke okonga kwakho kube sendaweni eyodwa. Futhi, uzokwazi ukusizakala ngokuphathwa kwephothifoliyo yethu kanye nezinkokhelo eziphansi, ezingakusiza wenze ngokugcwele ngayo yonke idola elondoloziwe.²


VUMELA UKUPHEPHA KWE-MOBILE-FIRST
Vikela i-akhawunti yakho ngezici zokuphepha ezifana nokuqinisekiswa kwezinto ezimbili (2FA) nokuqashelwa kwe-biometric.

USEKELO LWEKHASIMENDE OLUNIKE Imiklomelo³
Finyelela ukwesekwa bukhoma ngesiNgisi noma ngeSpanishi, kanye nezinsiza eziningi, imihlahlandlela yokuthi ungenziwa kanjani, kanye nemibuzo ebuzwa njalo ngeSikhungo sethu Sosizo.

Ukudalula:

Izithombe ezingenhla ziyimifanekiso nezinjongo zokufundisa kuphela. Azimeleli noma iyiphi i-akhawunti yeklayenti.

Lolu lwazi luvamile ngokwemvelo futhi lungokwezinjongo zokwaziswa kuphela. Akufanele isetshenziswe esikhundleni sentela ethile, iseluleko sezomthetho, kanye/noma sezezimali. Ukutshala imali kubandakanya ubungozi futhi ukutshalwa kwezimali kungase kulahlekelwe inani. Uyelulekwa ukuthi uxhumane nomeluleki wezezimali oqeqeshiwe noma uchwepheshe wezentela ngaphambi kokuncika olwazini olunikezwe lapha.

Bona i-https://my.guideline.com/agreements/fees yethu ukuze uthole ulwazi olwengeziwe mayelana nezinkokhelo namasevisi ethu.

Ukudalula:
1.
I-2024 Fast Company Innovation by Design Award Winner yohlelo lokusebenza leselula le-Mid-Size esigabeni sebhizinisi lika-Mid-Size ngoJuni 2024. Imali ikhokhwe ngohlelo lokusebenza. Bheka ku-https://www.fastcompany.com/91126780/methodology-innovation-by-design-2024 ukuze uthole ulwazi olwengeziwe.


2.
Lolu lwazi olwezinjongo zemifanekiso kuphela, futhi aluhloselwe ukuhunyushwa njengeseluleko sokutshalwa kwezimali noma sentela noma njengesiqiniseko noma isiqinisekiso sokusebenza kwesikhathi esizayo. Ukutshala imali kuhilela ubungozi, futhi ukutshalwa kwezimali kungase kulahlekelwe inani. Izinsizakalo zokweluleka ngokutshalwa kwezimali zomkhiqizo we-Guideline 401(k) (lapho kukhethwa izinsizakalo ze-fiduciary ezi-3(38)) zihlinzekwa yi-Guideline Investments, LLC, umeluleki wokutshalwa kwezimali obhaliswe nge-SEC. Izilinganiso zezindleko zamaphothifoliyo angokwezifiso zizohluka. Ukuze uthole ulwazi olwengeziwe mayelana nalezi zimali, bheka Ibhukwana le-ADV 2A kanye neFomu le-CRS. Lezi zilinganiso zezindleko zingashintshwa futhi zikhokhelwe esikhwameni. Buka uhlu oluphelele lwesikhwama.

3.
2025 I-American Business Awards® Owine I-Bronze Stevie Ethimbeni Lesevisi Yekhasimende Lonyaka - Isigaba Sezezimali Nomshuwalense. Imali ekhokhelwa isicelo. Bheka ku-http://www.stevieawards.com/aba ukuze uthole ulwazi olwengeziwe.

*Izinsizakalo zokweluleka ngokutshalwa kwezimali zomkhiqizo we-Guideline's 401(k) (lapho kuqashwa izinsizakalo ze-fiduciary ezi-3(38)) kanye nemikhiqizo ye-SEP IRA/IRA inikezwa i-Guideline Investments, LLC, umeluleki wokutshalwa kwezimali obhaliswe nge-SEC. Amaphothifoliyo aphethwe yi-Guideline ahlanganise izilinganiso zezindleko ezisuka ku-.058% ziye ku-.061% wezimpahla ezingaphansi kokuphathwa. Uma kuhlanganiswe nemali ecatshangwayo ye-akhawunti engu-.15% ekhokhiswa i-Guideline Investments, LLC, izindleko ezilinganiselwe ze-AUM kwenye yamaphothifoliyo aphethwe zingaba ngaphansi kuka-.21%. Enye intengo yezindleko ze-akhawunti iyatholakala, kusukela ku-.15% ukuya ku-.35%. Bheka Ibhukwana le-ADV 2A [https://www.guideline.com/public-assets/ext/Guideline%20Investments%20ADV%202A.pdf] ukuze uthole ulwazi lwemali. Izilinganiso zezindleko zingashintshwa futhi zikhokhelwe esikhwameni. Buka uhlu oluphelele lwesikhwama [https://www.guideline.com/funds].

Ukuze ufunde kabanzi, vakashela ku-guideline.com