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Our Blog: The Last Four...

  1. October 2, 2023

    Equity markets declined in the third quarter after the strong market rally seen in the first half of the year. 1 Take a look at how we see the coming quarter by clicking on this link to our Q4 2023 Look Ahead. After a prolonged period of rate increases, the U.S.… More >>

  2. September 25, 2023

    In his recent comments, Fed Chairman Powell messaged more uncertainty around the continued rate increase cycle. He covered the usual list of things working for and against the U.S. economy. You can read all the ebbs and flows of the economy in any one of our earlier blogs.… More >>

  3. September 18, 2023

    In a recent post, Are We Lost, I explored the headwinds that might impact economic growth in the coming quarter; auto workers strike, government shutdown and student loan payments recommencing. We’ve had the first hit, with the latest labor strike by the United Auto Workers.… More >>

  4. September 11, 2023

    Phillips & Company has the privilege of advising thousands of clients from all walks of life and economic backgrounds with varying goals and objectives. All are impacted by rising interest rates, even those that have low to no debt. That’s why we field the same… 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.