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Our Blog: The Last Four...

  1. October 14, 2024

    The S&P 500 touched another record high last week, marking the 45th time it has set a record this year. Last week’s blog covered the topic of extreme pessimism. Really smart people can be seduced into pessimistic thinking even when the only logical reaction should be… More >>

  2. October 7, 2024

    The world is grappling with a series of challenges: Escalating wars in the Middle East and Ukraine, a cataclysmic hurricane in the Southeast, and the uncertainty surrounding the upcoming Presidential election. For investors, it feels like scaling a wall of worry. While… More >>

  3. September 30, 2024

    Equity markets maintained their upward momentum in the third quarter. For the first time in several quarters, large cap core outperformed growth. As interest rates began to decrease, we witnessed a tech sector recovery late in the quarter. This rate reduction also boosted… More >>

  4. September 23, 2024

    The Federal Reserve's much-anticipated interest rate cut materialized last week. The Fed slashed rates by 50 basis points (bps) and signaled more reductions on the horizon. The Federal Reserve Board's rate-setting committee provided some forward guidance: an additional 50… 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.