Plan Participants

We believe that the education that we provide to your participants is the key to their investment success.  Through Group Meetings, Webinars, WhiteBoards, and one-on-one meetings we educate plan participants on saving for retirement, investing properly to meet their goals, as well as hands-off investment options for those participants who would rather not have to make their own investment decisions.  Our main focus is to teach participants about asset allocation and diversification and how the allocation needs to change with them as they grow closer to retirement. 

 

We also off a service to plan participants called  Riskalyze.    This is a software program that we walk participants through that pinpoints their risk tolerance score.  Once we know their portfolio risk we can dive deeper and look at the risk vs reward potential in a visual format for each investment.  Using their current investment amount, monthly savings amount, risk number, retirement year and monthly withdrawal amount we can predict the amount they will need for retirement and what the probability of achieving the results is. We will recommend a personal fund line-up to achieve these results


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Latest Updates & Information

1st Qtr Market Insights

1st Qtr Market Insights

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1 Q 2019 Market Commentary

The story about the U.S. economy remains positive. Unemployment seems to have reached a trough just below 4% while not leading to horribly negative effects on productivity, and showing mild wage inflation, concentrated in certain areas of the economy.

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4 Q 2018 Market Commentary

The U.S. economy continues to stay in very healthy territory. Unemployment has stayed below 4% for many months while not showing the feared effect that an undersized labor force would have on productivity, and only showing mild wage inflation.

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