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401(k) Corner – No Free Lunch

401(k) Corner – No Free Lunch While most plan sponsors understand the underlying investment expenses of their mutual funds, many have an erroneous belief that they don’t pay administrative costs. Somebody is paying for the expense; they probably don’t know it. Bundled vs. Unbundled Providers There are three separate services that all 401(k) and Profit …

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Happy Birthday Bull…

Happy Birthday Bull… March 9th marked the 2nd birthday of our current bull market since the S&P 500 bottomed on 3/9/09¹. This bull market has been vigorous compared to past bull markets which leaves many to question how long it can continue. What next? “History doesn’t repeat itself, but it does rhyme” – Mark Twain …

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Equity Markets

Equity Markets Worldwide economic growth shrugged off daunting headlines and markets continued their expansion in the first quarter of 2011. U.S. Large Company stocks experienced their best quarterly performance since 1998! Foreign markets grew as well, although volatility among different countries, regions, and time periods increased drastically due to worldwide events. Fixed Income Markets With …

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Summer 2010 Quarterly Newsletter

THE MARKETS … A LOOK BACK Our current sunny skies certainly have not matched the market performance this quarter! Investors’ concerns about European debt issues were dampened slightly, and the focus turned to the overall pace of economic recovery, which you can see was disappointing from the graph below. The fixed income markets had an …

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Monthly Recap – August 2010

We have been busy broadening our corporate retirement plan platform. With considerable investment performance behind us, we’re attracting new business clients that are seeking increased performance, decreased costs and a higher level of individualized attention. We appreciate the honest feedback many of you have provided throughout the process. 11.4% Represents the amount per year by …

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