Blogs

News Letter

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in...

For civil contractors in the Puget Sound controlling costs is going to be the NUMBER 1 factor on whether or...

If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But...

Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey....

Can you relate to any of the following? “I should have bought that stock before the company went public!” “What...

Fiduciary duties include ensuring the fees and expenses paid from plan assets are reasonable. Here are some tips to know...

Due to the increased frequency and severity of ERISA lawsuits, many employers, both large and small, should secure the protection...

Most plan sponsors, trustees, and investment committee members are neither ERISA nor investment experts, and so need the assistance of...

In 2019, 5.7% of Defined Contribution (DC) plans overall included company stock investments in their retirement plans, increasing to 13%...

Of all the responsibilities an investment committee will undertake, none is as important as the selection of investment options offered...

If you’re not familiar with ERISA Section 404(c), here are some things you need to know:   1 ERISA Section...

There’s a lot of talk about having a formal Investment Policy. We think it’s in your best interest to have...