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 allocation, for their goals.

We will then work with participant to select their 401(k) investments.  And remember, once you have set your investment strategy it needs a check-up periodically 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

3 Q 2018 Market Commentary

The 3rd quarter continued the economic progress seen so far in 2018. This good progress was seen in the extension of a bull market through Q3.

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2 Q 2018 Market Commentary

The 2nd quarter continued to roll out strong economic results in the U.S. Some of this good data buoyed the market slightly in Q2.

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Second Quarter 2018 Market Insights Video

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

Watch video here

1 Q 2018 Commentary

International Markets continue to be the most favored area of investment for the first quarter of 2018 and looking forward for the next 12 months. The best performing asset class in Q1 was emerging market.

Read full story here