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Our Blog: The Last Four...

  1. November 11, 2019

      With the U.S. stock market reaching fresh highs in the last week[i], attention is turning to the large trove of cash sitting on the sidelines in money market and traditional savings accounts. As of Friday, money market assets topped $3.5 trillion, the highest level… More >>

  2. November 4, 2019

      Last week provided critical data supporting where we are in the economic cycle and earnings recovery. On Wednesday, the first estimate of third quarter gross domestic product (GDP) was released, showing the U.S. economy grew 1.9% year-over-year. While growth has… More >>

  3. October 28, 2019

    With progress being made on Phase 1 of Trump’s trade war with China is there a chance they could be at a cyclical low? Both Fidelity and Moody’s believe China has entered, or is about to enter, a recession. [i] [ii]     While recessions are traditionally defined as two… More >>

  4. October 21, 2019

    There are a lot of headlines that can and are fueling the pessimist within all of us. That creeping, silent voice in our head that says, “danger ahead.” The fascinating thing about pessimism is it can act as a compelling emotion by helping us act with caution. Take the… 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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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.