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 8, 2024

    Counterintuitive!

    We are entering the phase of the economic cycle where things can look and feel a little painful. Yet equity returns can act in a counterintuitive manner. Let me explain. The recent jobs report suggested that the labor market was in good shape. However, when you look at… More >>

  2. July 1, 2024

    Looking Ahead

    Overall equity markets rose in the second quarter, with the S&P 500 gaining 3.92% as investors have been digesting a mix of economic data points, including signs of a cooling labor market, receding inflation, as well as an evolving Fed policy outlook as the U.S.… More >>

  3. June 24, 2024

    Elections Have Consequences — So Do Earnings

    With the upcoming Presidential Debate taking place this week and party conventions around the corner, election season is kicking off. The amount of anxiety around the outcome will be increasing as November approaches. Policy and personality differences will take the… More >>

  4. June 17, 2024

    The Fed’s Confused – Not the Economy

    In the most recent Federal Reserve interest rate setting meeting and accompanying press conference, the Fed sent some subtle signals and ambiguities. First, the Fed continues to believe that the economy is on a growth path, with GDP projections matching their March… 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.