Phillips & Company Home

Shouldn't everyone get advice that is unique to their situation?

Our Blog: The Last Four...

  1. October 14, 2019

    Just about everyone is asking the same question: How long can this economic expansion last? One pf the bigger inquisitions is coming from President Trump, and, while he may not be asking directly, he is certainly asking indirectly. Just look at his immediate statement after… More >>

  2. October 7, 2019

      With all of the noise and turmoil in the third quarter, the S&P 500 ended with a small 1.2% gain. Between trade wars, oil disruptions, impeachment proceedings, and weakening domestic manufacturing data, it’s a wonder we didn’t experience more of a drawdown than… More >>

  3. September 30, 2019

      The long-awaited throwdown of partisan politics, accountability, or retribution – depending on your point of view – has started. I’d dare not venture into the partisan outcomes, but rather focus our attention on the possible economic and market implications of this… More >>

  4. September 23, 2019

      Ultimately, earnings growth matters. After all, investors only own the future. When you buy a stock, you’re purchasing a fractional share of future cash flow streams that the company generates from earnings and dividends. You’ve bought it at its current earnings, but… 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.