Happiness is investment returns greater than the overall market returns! Three words - Evidence Based Investing.
Mutual Fund Landscape
Press Reports "Fiduciary Fatigue" - Our Take on the Politics of "Fiduciary"
CalSavers soon Mandatory for Small Biz - Learn How to Avoid
Chances are We'll Find a New Equation
Market Results End Q2, 2018
CALIF Rent Control Initiative - Politics, Economics, Financial Planning and Investing Intersect! Very bad for the state - EVERY ONE
Law Protects Seniors with New Approach
HSAs! Great tool for financial success! We're pleased to offer HSAs!
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Recent 401(k) Social Media Posts May 2018
What’s a Fiscally Prudent 401k Plan?
How are 401(k) Plan Sponsors like Elected Government Officials?
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.