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Our Blog: The Last Four...

  1. November 28, 2022

    The ultimate consumer shopping days are now in the books and the outcomes are impressive.  According to recent transaction data from Adobe, consumers have spent more this holiday season than 2020 or 2021.(1)  While growth rates are modest, raw dollars being spent are… More >>

  2. November 23, 2022

      On behalf of the entire team at Phillips & Company Advisors, we wish you and your family a wonderful Thanksgiving. In an unprecedented year of challenges we are still mindful of the many things we are thankful for, especially your trust and confidence. Tim… More >>

  3. November 21, 2022

      During any trend transition from growth to contraction, and back to growth, investors are pitted against each other – between optimism and pessimism, classic buyers vs. sellers. The two overarching themes of our current environment are interest rates and inflation. Over… More >>

  4. November 14, 2022

    Last week was a classic reminder to those that believe they can outsmart and outwit equity markets. The notion that someone has a crystal ball into what moves millions of equity investors should be debunked for the time being. Our basic ground rule is equity returns occur… More >>

Do you understand all the ins and outs of your 401(k)?

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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.

 

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.