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Our Blog: The Last Four...

  1. August 13, 2018

    Second quarter earnings reports are approximately 91 percent complete; needless to say, it’s hard to be disappointed.  So far, according to FactSet, S&P 500 companies have reported earnings-per-share growth of 24.6 percent, exceeding the expectations of 20 percent… More >>

  2. August 6, 2018

    Trade war rhetoric continues to dominate the headlines, and in some respects has put a damper on capital flowing into U.S. equities; perhaps this is overshadowing the fact that we continue to see strong U.S. corporate earnings growth. [i] [ii] On a positive note,… More >>

  3. July 30, 2018

    This past week was filled with market-moving surprises. First, Facebook announced slower growth ahead and lower margins due to increased spending on security and data integrity.  Following this announcement, the company lost approximately $120 billion of their market… More >>

  4. July 23, 2018

      A few times a year I like to call out some bad behavior, but not the normal, everyday type of bad behavior. I’m talking about the bad behavior of investors. You might wonder what behavior has to do with investing.  Investing is simple: buy low and sell high. That’s… 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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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.