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We are excited to share our 2019 year-end presentation, this year in a video format.  Our five Financial Advocates will discuss insights into the collaborative, methodical approach that is the foundation of our investment management process. Topics Covered 0:00:30 – Introduction – John Boardman & Andy Reynolds 0:06:08 – Economy Fast Facts – Cameron Hamilton & Frank Yozwiak 0:18:48 – Managing Portfolios … Continued

Most employees face countless and confounding options each year when they select their benefits.  There is no unanimous choice in any benefit area, it really comes down to what the employee needs and will benefit from most, particularly long-term.  Flex spending accounts and health savings accounts are very common options these days, particularly as employers … Continued

Key Takeaways:   Calculating the “hurdle rate” of return is an important first step in determining whether staying in the pension or taking a lump sum is the best option for you.  Beyond the math, there are other big-picture variables that should be considered before making a decision.  The pension vs. lump sum decision should … Continued