Phillips & Company Home

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

Check out our quarterly webinar!

video thumbnail Play Video

Our Blog: The Last Four...

[Blog Archive]
  1. July 7, 2025

    From Bear to Boom - The Fastest Recovery in 75 Years

    We wrapped up one of the most consequential periods for U.S. equities. The S&P 500 recovered all its losses in the quarter and then some, rising 30% from the April 7th lows.1 In fact, it’s one of the most rapid recoveries since 1950, with a 1.6 month bear market, no… More >>

  2. June 30, 2025

    That was Quick - and it May Just be Getting Started

    The S&P 500 hit an all-time high coming off a near bear market drawdown of 18.9% just a few months ago. In fact, it happened in record time.1 Now you might be thinking, “is the other shoe about to drop?”  Well, historically these rapid recoveries have some legs to… More >>

  3. June 23, 2025

    The Markets at War - Again!

    Geopolitical events took a turn for the worse over the weekend with the US bombing of Iran nuclear enrichment facilities. It’s hard to say what the ramifications and consequences of another Middle East conflict will be for the United States. Equity markets will… More >>

  4. June 16, 2025

    Grinding Upward

    The recent conflict in the Middle East between Israel and Iran has been on the radar for a long time but until now was always a low probability event. No longer. The missile strikes bring a host of new geopolitical risks beyond tariffs.1  Israel struck key Iranian… 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.