Great new 2 1/2 minute video on the mutual fund landscape, open blog to see it.
Press Reports "Fiduciary Fatigue" - Our Take on the Politics of "Fiduciary"
Market Results End Q2, 2018
CALIF Rent Control Initiative - Politics, Economics, Financial Planning and Investing Intersect! Very bad for the state - EVERY ONE
HSAs! Great tool for financial success! We're pleased to offer HSAs!
Market & Model Portfolios as of March 31, 2018
The markets drew perhaps more attention than usual as they started off 2018 continuing the 2017 strong returns. Of course, markets rarely continue strong rises for long periods of time. So it was not too surprising that they stopped their rise in Q1 2018. In Q1, the model portfoilios were down from 1.3% to 1.6% with the more aggressive portfolios at the favorable end of that tight range.
Your Q4 2017 Report is Here
Hope for Your 401k Account Producing Higher *Relative* Returns
401(k) Social Media Posts November 2017
Most Common 401(k) Fund Lineup Mistakes
What Plan Sponsors Learned at our Oct 17 2017 Workshop
Your Q3 2017 Report is Here
401(k) Workshop Oct. 17 - Open for Flyer
401(k): From possible to probable, from reasonable to competitive
So, let’s increase the level of 401(k) oversight beyond what is required! In our view plans should have “competitively low fees” (not just reasonable) and the plan should “make it probable” (not just possible) that an employee in the plan has a reasonable portfolio and therefore experiences solid growth. This can be done with no additional effort!