Our Eye is on the Horizon, Part 2

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More words of wisdom from our Director of Investment Strategy, Jay Sanford.

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Our latest insights

  • May 22 2018

    By Jay Sanford, Director, Investment Strategy The last time we met, we discussed the inevitability of the stock market going down and what we look at when it comes to taking the temperature of the market. (Remember, that is our little secret!) The second question to that blog post was, “What should I do about  Read more ➝

  • May 8 2018

    What shelter does your 401(k) plan have against annual non-discrimination testing? If you are a fiduciary to a traditional 401(k) plan, there’s a chance you might be inclined to annual non-discrimination testing. A Safe Harbor Plan can eliminate the need for annual non-discrimination testing. Not sure if your plan qualifies? Check out this short video  Read more ➝

  • Apr 25 2018

    By Jay Sanford, Director, Investment Strategy I’m going to start with the bad news and it’s a secret, so please keep this close to the vest…  the stock market will eventually go down!  I know, I know, it’s hard to believe.  We have had 9 years of growth (albeit slow at times) and the fundamentals  Read more ➝