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Our Blog: The Last Four...

  1. October 16, 2017

    Let’s start this week’s post with a quote from the University of Michigan Consumer Surveys’ chief economist, Richard Curtin: “Consumer sentiment surged in early October, reaching its highest level since the start of 2004. The October gain was broadly shared, occurring… More >>

  2. October 9, 2017

    As we wrap up a stellar third-quarter investment period, it’s time for our look ahead into Q4. For an audio narration of our Q4 2017 Look Ahead, click here. For a PDF of our Q4 2017 Look Ahead, click here. Q2 earnings, which were reported from mid-July through… More >>

  3. October 2, 2017

    Welcome to the first trading day of the fourth quarter, which means the race for third-quarter earnings has concluded. The third quarter marked another quarter of strong returns in the equity markets.  The Dow Jones Index led all major indices during the quarter with a… More >>

  4. September 25, 2017

    Despite my deep appreciation for the convenience of online shopping, I happened to find myself at two malls this past weekend.  This weekend also happened to be the launch of the new Apple iPhone 8 and the Watch Series 3, so my timing, choosing this weekend of all… 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.