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  • Retirement Matters - 2nd Quarter 2022

    We hope you enjoy the 2nd Quarter of 2022 issue of Retirement Matters, our retirement plan participant newsletter that provides readers with relevant market information and retirement plan strategies.


  • 2022 January Market Recap

    Some say that how we start January sets the tone for the rest of the calendar year, and there are certainly challenges that lie ahead for investors, but we should not lose sight that the omicron variant may turn out to be the beginning of the end of this long and drawn out COVID-19 pandemic.


  • Retirement Matters - 1st Quarter 2022

    We hope you enjoy the 1st Quarter of 2022 issue of Retirement Matters, our retirement plan participant newsletter that provides readers with relevant market information and retirement plan strategies.


  • 2021 Fourth Quarter Market Recap

    This quarter’s letter explores where we may be in the economic cycle as we begin 2022, why it is not easy to know, and what that may mean for investors.


  • 2021 December Market Recap

    COVID-19 continues to propagate itself through the global population, however U.S. markets still managed to post double-digit returns for 2021, perhaps a little on the defensive side to round out the year.