Investor Solutions didn’t just happen. It’s been carefully constructed to provide our clients with what we believe will be the best possible investor experience.
If the goal of a 401(k) Plan is to prepare employees for a secure and prosperous retirement, then too many plans fall short. But some simple changes in plan design will dramatically improve the odds that your employees will have a good outcome. The best news is that they don’t cost the employer anything. The 401(k) was never designed to [...]
An inverted yield curve is almost guaranteed to spook investors. To some it’s the ultimate forecast of doom and gloom in the economy. When it momentarily went inverted recently, markets swooned until the Federal Reserved made comforting little noises about potential rate reductions. Nevertheless, while an inverted yield curve generates lots of chatter in the press, it’s not the [...]
In a party line 3-1 vote on Reg BI the SEC proved once again that the Broker-Dealer industry has the best government money can buy. Champagne corks are popping up and down Wall Street. After all, intense industry lobbying and juicy political contributions paid off big time. They can continue to misrepresent their obligation to provide unbiased advice, call themselves [...]
The Social Security Trust just estimated that they will run out of funds by 2035. Fear not. They are not going to cut your payments. Let’s be clear. There is no trust fund. It’s an accounting gimmick. The Federal Government has been systematically diverting (stealing) your Social Security Taxes to the general revenue. As they do that they simply increase [...]
Factor investing offers patient investors the opportunity for substantial improvement over vanilla total market equity indexes. But, it requires the investor to play the long game. While it’s a big advancement over a vanilla total market investing strategy, it’s not going to track the more familiar indexes. Failure to understand what causes the tracking deviation causes behavior problems for many [...]
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For over 25 years, integrity and commitment have been the hallmark of our client relationships.