The “Next Big Idea” in Retirement Plans!

We’ve rolled out an Institutional Fund Program to our entire client base, including our Smaller Plans. This concept is so advanced, it’s simple!


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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