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Our Blog: The Last Four...

  1. August 10, 2020

    The “V” shaped economic recovery most were predicting has hit a pocket of turbulent air. It might have even stalled. The July employment report suggested that the jobs recovery moderated from the blistering pace seen in May and June. [i] The jobs recovery, albeit muted… More >>

  2. August 3, 2020

    The overwhelming consensus from the clients and investors I speak to on a daily basis is a fear of what the election will bring. Actually, it is a fear of the market’s reaction to the election. It is impossible to predict what will happen—and almost anything could. Four… More >>

  3. July 27, 2020

      I am certain most readers of this weekly commentary have heard of the new stock trading app Robinhood which allows individual investors to buy small quantities of stock in their favorite companies. It’s been all the rage with younger, less experienced investors. Some… More >>

  4. July 20, 2020

      Dr. Arthur Laffer, a 2020 Medal of Freedom recipient, is best known as a member of Reagan’s Economic Policy Advisory Board and creator of the Laffer Curve (full bio) Watch our CEO Tim Phillips interview Dr. Art Laffer Topics covered included: Inflation, Interest… 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.

 

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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.