Information & Education

Your Employees are Stressed About Money … and It’s Costing You

Employers who want to proactively confront this reality should consider embracing the new wellness frontier: financial wellness.

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Market Review & Outlook

There is so much happening in the world this quarter that it is difficult to pinpoint a primary driver. Despite the noise of the markets this quarter, we are still in the midst of an expansion.

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Less Can Be More

Want to Save Your 401(k) Plan Participants Millions in Fees? Start with Fewer Choices

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Making Sense of the Market Slide

Even for the most experienced and informed investors these types of markets can feel scary. Nonetheless there is a difference between a temporary sell-off and a true market crisis.

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Market Insights

US Market’s underlying fundamentals remain healthy. Tactical exposure to growth areas and careful bond allocation to diversified and well-managed portfolios is key.

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The Fed. Raises Key Interest Rate

On Wednesday, December 16th, The Federal Reserve (the Fed.) raised its key interest rate from a range of 0% to 0.25% to a range of 0.25% to 0.5%.

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Market Commentary

US Market’s overall valuation has changed to undervalued, relative to historical ranges. Exposure to weakening emerging markets, which are commodity sensitive should be limited.

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Last Week’s Market Dive: Gambling vs. Investing

While everyone is trying to enjoy these last few weeks of summer, the stock market is trying to ruin the party.

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Market Commentary

U.S. Economic data continue to be strong. Job creation continues to grow, as do housing starts.

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The Ruling in Tibble v. Edison: Huge Victory for Participants

Plan Sponsors have a continuing duty to review investments in Retirement Plans and to decide whether or not to keep or sell them.

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Latest Updates & Information

4th Quarter 2017 Market Insights

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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Fourth Quarter Market Insights

Check out the Fourth Quarter Market Insights led by Beth Spurry, CFP, CTFA.

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Third Quarter Market Insights

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

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3rd Q Market Insights

Check out the Third Quarter Market Insights led by Beth Spurry, CFP, CTFA.

Watch video here