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Our wealth management and retirement plan teams use our in-house experience and expertise to help our clients achieve their financial goals. We uncover missed opportunities that help our clients minimize their taxes and maximize their wealth.
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Spend less time worrying about your financial life. Successful individuals and families need different tools to preserve and grow wealth. We help our clients understand their options and develop strategies to meet multi-generational and philanthropic goals.Learn More
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Third Party Administration
Company retirement plans are important to us. Our team of actuaries and analysts can provide the high level of attention and service that our clients deserve. We handle the day-to-day details and ever-changing regulations of company retirement plans.Learn More
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Retirement Plans are flexible. We educate businesses on plan design possibilities. Whether a client’s goal is to attract top talent, maximize tax-savings for the company’s principals or achieve other unique objectives, we have the expertise to customize a plan specifically for our clients.Learn More
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Recent Blog Posts
The S&P 500 flirted with bear market territory in December, with stocks trading downward on fears of rising interest rates, slowing economies and trade concerns. On Christmas Eve the index closed at 2,351.10, down 19.78 percent from its September 20 peak of 2,930.75. You need a 20 percent decline to qualify as a bear market. Even though stocks are enjoying a nice rebound from their December declines as this is written, our near miss of a bear market presents a good opportunity to look back on the characteristics of historical bear markets and their causes.
Our firm provides third party administrative services for both defined benefit (DB) and defined contribution (DC) plans. There is a type of plan called “cash balance” that sort of falls in between. While they are technically DB plans, they have some characteristics of DC plans. For this reason, cash balance plans are said to be “hybrid” plans.
See our recap of December's key statistics and market commentary below.
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