Information & Education

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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Who Wants to be a 401(k) Millionaire?

It is very possible to retire a millionaire! Follow these 5 easy tips to make sure you are on track.

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Latest Updates & Information

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.

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2nd Qtr 2017 Market Insights

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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Second Q Market Insights

Check out the Second Quarter Market Insights led by Beth Spurry.

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