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2.1 billion
Assets Under Advisement
Professional to Client Ratio
Our Client Retention Rate

As of Q2 2014



Best Practices From Our Experts

Fidelity Settles 401(k) lawsuits with Employees

by in Regulatory Updates

In the past, we’ve talked about the roles and responsibilities of being a fiduciary. Fiduciaries to retirement plans have the responsibility to monitor the plan’s service providers, to make sure agreements are reasonable and to confirm that services being provided are necessary. Recently, Fidelity Investments, the nation’s largest retirement plan provider, was sued by 50,000 […]Read More

Third Quarter 2014 Capital Markets Update

by in Individuals, Investment

During the third quarter, both equity and fixed income markets were subdued as investor sentiment turned more cautious over signs of slower growth, continued geopolitical unrest and the Fed raising interest rates. Investor sentiment switched from risk-taking during the second quarter to risk-avoidance during the third quarter. For the third quarter ending September 30, 2014: […]Read More

The Second Phase of Life during Retirement: Slow, Slow, Slow

by in Individuals

There are three different and distinct phases in retirement.  Initially, you will find yourself in the go, go, go phase.  You might call the second phase slow, slow, slow, later followed by the no, no, no phase. This post will focus on the second phase of retirement life, the slow, slow, slow phase (for more […]Read More