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News Letter

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Every year, more and more companies are making the health of their employees a priority. Covid, attracting new employees, and...

What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money...

If you haven’t done this in the last 3 years – you definitely should benchmark your 401(k) plan. There’s never...

When setting up a company retirement plan, selecting a 401(k) service provider is a fiduciary decision that requires due diligence...

The term “Fiduciary” comes from the Latin word “fiducia” which means trust. In 401(k) terms, a fiduciary is someone entrusted...

Did you know that as a plan sponsor, you could be held personally liable for the poor investment and allocation...

In the financial industry, the term “Investment Policy Statement” is used a lot – but what is an Investment Policy...

Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center...

What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of...

In a perfect world, every money decision we make would be totally rational. We’d consider all of the facts. Then,...

Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center...