Phillips & Company Home

Shouldn't everyone get advice that is unique to their situation?

Our Blog: The Last Four...

  1. September 17, 2018

      Considering all the chaos throughout Emerging Markets, the U.S. equity markets have been remarkably calm over the past few weeks. The indication for this calm is the low and declining levels of volatility in the U.S. equity markets, as reflected by the VIX Index… More >>

  2. September 10, 2018

    Ten years ago, on September 15, 2008, Lehman Brothers filed for bankruptcy.  That event symbolized the ultimate consequence of excessive lending by banks. [i] Over the period to follow, known as the “Great Financial Crisis,” the three major U.S. stock market indices—the… More >>

  3. September 4, 2018

    If you’ve caught any of the recent news headlines, you would know Emerging Markets have been hit hard in 2018.  If you haven’t, a Google search will probably yield something like the following: [i] Year-to-date, the Emerging Markets Index has fallen 7.78 percent;… More >>

  4. August 27, 2018

    Despite all of the political news saturating the media day in and day out, discussion of the housing market has certainly found its voice.  If you follow the news, headlines suggest housing is on a slowing trend. “Housing market is showing signs of cracking:… More >>

Do you understand all the ins and outs of your 401(k)?

Our 401(k) team is ready to help—employers and participants.

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.

 

Right values. Right thinking. Right tools.

If trust is our most valuable asset, expertise is surely a close second.

We’ve been a leader in the financial services community since 1994, with a client list that includes many successful business owners, CEOs, and individuals as well as foundations and endowments. In fact, our first client is still a client.

The reason we’ve been so successful is our independent investment philosophy, which treats each client uniquely.