by saratyler | Jul 24, 2017 | Blog, Featured
Within your investment portfolio you could own hundreds of companies. Does it matter to you what kind of companies you own? For many clients, there are matters of conscience that may come into play when deciding what to buy. There are two areas in...
by saratyler | Feb 29, 2016 | Blog, Featured
So far this year, the investment world has been rough on the squeamish. The Dow Jones Industrial Average has seen multiple days with a 200-point rise or fall. This is largely due to uncertainty in the market over oil prices, China’s economic slowdown, central bank...
by saratyler | Mar 30, 2015 | Blog, Featured
Recent studies show that 401 (k) participants who use third party help with their 401 (k) allocations perform better than those who don’t. “Across all age ranges and a wide range of market conditions, participants using Help earned higher median annual returns than...
by saratyler | Mar 13, 2015 | Blog, Featured
I heard once that money is an amplifier. It makes you more of what you already are. If you are generous, more money will make you more generous. If you worry, with more money you will worry more. If you are happy…I think this one is...
by saratyler | Feb 17, 2015 | Blog, Featured
According to a recent study by AON-Hewitt, a national 401 (k) administration firm studied the difference between participants who used “Help”—target-date funds, managed accounts, and online advice, and those who went on their own. “The annual performance gap between...
by saratyler | Dec 19, 2014 | Blog, Featured
Investing with your conscience? Are you concerned that the companies you own in your portfolio are environmentally conscious? Should they encourage sustainable business practices? Should they support fair labor practices? Should they have a history of supporting human...
