Investment Selection

Choosing your 401(k) Investments

Determining which investments are the “best” investments for your retirement account is not a “one size fits all” formula.

The best investment selection depends on how old you are, when you would like to retire, how much you have already saved and how much loss you can stomach in a down market.   We walk our plan participants through a Risk Tolerance/Time Horizon questionnaire to enable them to understand the best investments, and asset alllocation, for their goals.

We will then work with every participant to select their 401(k) investments.  And remember, once you have set your investment strategy it needs a check-up every five - seven years to make sure your investments are still in line with your goals.

And We will be with you every step of the way.

Learn more about choosing 401(k) investments by calling us at 877-595-0833 or filling out the form below.

Questions? Fill out the form below:

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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.

Read full story here

3rd Q Market Insights

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

Watch video here

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. 

Read full story here

Second Q Market Insights

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

Watch video here