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Our Blog: The Last Four...

  1. April 12, 2021

    Adding nearly 1 million jobs in the latest jobs report (including revisions from the prior month) would suggest we are fast on our way to a full recovery. [i] Under normal circumstances, investors would be quick to conclude rising rates are on the horizon to stem… More >>

  2. April 5, 2021

    We just published our Q2 2021 Look Ahead, you can view the presentation here or watch our narrated version here. Consumer Strength – Close to LiftoffThe coming quarter will be a period of rapid reopening, with COVID-19 vaccine availability occurring much faster than… More >>

  3. March 29, 2021

    Since February 2020, China has been leading the way in the recovery from COVID-19 and economic re-opening. New confirmed cases of COVID-19 in Mainland China have been near zero since the beginning of February. [i] China has achieved a post-pandemic recovery in most… More >>

  4. March 22, 2021

    The recent high-level talks in Alaska between Secretary of State Anthony Blinken, National Security Advisor Jake Sullivan, and their Chinese counterparts are being viewed as a continuation of the Trump-era rhetoric. Certainly, from the public statements, it would appear to… 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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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.