1 Q 2018 Commentary

International Markets continue to be the most favored area of investment for the first quarter of 2018 and looking forward for the next 12 months. The best performing asset class in Q1 was emerging market.

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4 Q 2017 Commentary

Recent allocation changes have yielded good results in 2017. A greater exposure to International Equities turned out to be timely. There is still room for normalizing this allocation if you have not done so yet.

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3 Q 2017 Commentary

Third quarter, 2017 saw stocks rise amid a brighter outlook for the global economy and better-than-expected corporate earnings.

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2nd Quarter 2017 Market Commentary

U.S. Economy – Good The key factors we track, unemployment, housing, and inflation, are still healthy.  There has been little change to inflation, which stays solidly below 2%, but remains in a safe zone. 

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About Pension Advisors

Pension Advisors is an Independent Investment Advisory firm founded in Cleveland, Ohio. With our strict focus on the retirement industry, we provide our clients with a better understanding of the industry, the providers, the funds, the fees and the available technology. We work with our clients in every aspect of the retirement process - including finding the best plan product, offering investment advice, negotiating the fees and contracts of the plan, as well as proactively and aggressively servicing our clients on an on-going, systematic basis.

In servicing retirement plans, we believe that the employees must also be educated and have a go-to person with regard to the Plan. We work with employees on selecting their funds, fund allocation, and individual investment advice on a one-to-one basis.

Our strength is in our determination. We aren’t satisfied until our clients receive the best service, best products, and best pricing. Every day.

 

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How Can We Help You?

Questions about your 401(k) Plan.

Individual Investment Questions.


David Krasnow
President and Chief Executive Officer

Ivana Gavran
Investment and Education Specialist

Marci Dworken
Client Manager Investment Support

Estate Planning Questions.

Beth Krasnow
Estate Planning Attorney/Education Specialist

Compliance Issue/Question.

Debi Stranman
Senior Client Manager