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Our Blog: The Last Four...

  1. July 15, 2019

     A lot transpired last week as it relates to capital markets and the economy.  Federal Reserve Chair Jay Powell almost assured market participants an interest rate cut is inevitable and likely to occur in July.  Chairman Powell made the following statements in his… More >>

  2. July 8, 2019

      As the third-quarter of 2019 begins, we hope you have a chance to review our Q3 2019 Look Ahead.  A link to the PDF presentation can be found here with a narrated version here. Friday released an amazing jobs report that might assuage investor anxiety around a… More >>

  3. July 1, 2019

      The Trump administration looks to be playing its cards perfectly when it comes to its broader objectives and goals.  The administration announced it would be resuming trade discussions with China, without any specificity on when the trade discussions will conclude. … More >>

  4. June 24, 2019

      Last week, our post analyzed the possibility that the Federal Reserve would make adjustments to its language suggesting that patience is still required when discussing cutting interest rates, due to weakening economic data.  [i] As predicted, the Fed did exactly… 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.