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Our Blog: The Last Four...

  1. June 10, 2024

    The U.S. economy has shown remarkable resilience in the face of higher interest rates, with a combination of factors contributing to continued economic growth and a positive outlook for the stock market. One of the most significant factors supporting the U.S. economy is the… More >>

  2. June 3, 2024

    The U.S. consumer has entered another soft patch. It’s a critical part of the cycle to allow the economy to cool, inflation to further decline, and helps restore a more neutral interest rate policy. The recent Q1 GDP report showed that U.S. economic growth moderated to… More >>

  3. May 28, 2024

    This past week I’ve heard from several of our clients. Realize we serve over 18,000 employees in 401(k) plans and thousands of individuals. Our data set is pretty broad, and I get a good feel for what they are thinking. There seems to be an anxious mood of late. Their… More >>

  4. May 20, 2024

    We've spent so much time talking about inflation and interest rates over the course of the year that it's easy to lose sight of other factors influencing markets. Let’s step away from the inflation narrative and look at a long-term trend impacting equity prices: The supply… 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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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.