The Ups and Downs of 2018

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Words of wisdom from our Director of Investment Strategy, Jay Sanford.

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Our latest insights

  • Dec 14 2018

    Washington Financial Group has been named one of the 2018 NAPA Top DC Advisor Teams. The teams list, ranked by self-reported DC assets under advisement, actually contains fewer teams than did our inaugural list, though we maintained the AUA threshold of $100 million. However – and doubtless the strong markets have played a factor –  Read more ➝

  • Dec 11 2018

    By Jay Sanford, Director, Investment Strategy We felt it would be a good time to check in now that the elections are over and the holidays are in sight. As stated at the beginning of the year, we thought we could see positive single digit returns in the markets, with an increase in volatility.  We  Read more ➝

  • Nov 15 2018

    How can you, as a plan sponsor, inspire your employees to save for retirement? This article we will discuss holistic ways to promote financial wellness among your employees as well as plan design tips aimed at increasing participation and savings rates. Employee Savings Goals We’ve all heard the saying, “if you don’t know where you’re  Read more ➝