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Insights: Corporate Retirement Plans, Featured Articles, INSIGHTS, Uncategorized

Participate in Your Employer’s Retirement Plan

By: Jonathan Osborne, QKA

If your employer sponsors a retirement plan, you should strongly consider participating. This may read like simple advice, but it is also one of the most important and practical steps ...

April 7th, 2017 | Corporate Retirement Plans, INSIGHTS Read More >

2017 First Quarter Report

By: Christopher Driver, CFA

Could we be in the late stages of the current bull market? Over the last eight years, the S&P 500 index has returned more than 300%. However, the tail end ...

April 7th, 2017 | INSIGHTS, Market Commentary Read More >

The 2016 Rollercoaster Ride

By: Christopher Driver, CFA

You know you’re deep into a longstanding bull market when average investors are tuning into CNBC to see if the Dow Jones Industrial Average has finally breached the 20,000 mark. ...

January 4th, 2017 | INSIGHTS, Market Commentary Read More >

2016 Third Quarter Report: The Bull Continues

By: Christopher Driver, CFA

In the third quarter, the markets once again confounded the instincts of nervous investors and went up instead of down. Fed Chairperson Janet Yellen told the world that the United ...

October 11th, 2016 | INSIGHTS Read More >

How to React to a Volatile Market

By: Joseph McNair, CFP®, JD, CPA

Often referred to as “The Father of Value Investing,” Benjamin Graham says in his book The Intelligent Investor, “The investor's chief problem - and even his worst enemy - is ...

October 26th, 2015 | Financial Planning Read More >