Our Eye is on the Horizon, Part 1

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 ➝

Infographic: Retirement Plan Review Questionnaire

Your annual retirement plan review has many different layers to it and presents the opportunity to evaluate the overall health of your plan. Download our free checklist to review key questions for fiduciary compliance, plan design, retirement readiness, fiduciary oversight, service provider due diligence, and investment due diligence.   To access our Infographics page where  Read more ➝