Our Blog: The Last Four...
January 17, 2017
Albert Einstein once said, “I never think of the future; it comes soon enough.”
Despite what many think, the business of forecasting future market returns is quite precarious. For starters, forecasts are almost always wrong, especially the ones that seem to be the most… More >>
January 9, 2017
This long holiday season was a particularly hopeful time for many investors. The S&P 500 finished December up 1.82%, and now through the first week of trading in 2017, it’s gained another 1.72% (Total +3.54% since Dec. 1)i. It seems that the good times have… More >>
January 3, 2017
Happy New Year to all and welcome to 2017! Not only does today mark the first trading day of a new quarter, but also the first trading day of a new year. We would like to take this opportunity to present you with our Q1 2017 Look Ahead.
For a PDF copy, click here.
For… More >>
December 27, 2016
With 2016 nearing a close and the Dow Jones Industrial Average approaching an all-time high of 20,000[i], it’s easy to forget what an emotional rollercoaster this year was. Let’s look back at the major events of 2016:
January: Worst 5-day performance to start the New… More >>
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When you have questions, we have answers. We want all of our clients to feel informed and comfortable with their retirement plans. We have an experienced, expert team of 401(k) specialists ready to help both employers set up their 401(k) program and help the participants of those plans.
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The reason we’ve been so successful is our independent investment philosophy, which treats each client uniquely.