Month: August 2018

5 Reasons Your Company Should Offer a 401(k) Plan

Many business owners are reluctant to offer a 401(k) retirement plan due to concerns over ongoing administration, costs, and compliance. Another layer of complexity is that the value of a 401(k) plan can vary widely depending upon how well it is run and if it's being used. Among clients that we work with, here are 5 reasons business owners cited that helped inform their decision to offer a 401(k).

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Throwback Thursday: Sell Everything or Buy?

Sometimes it is fun to look back and see who made the correct call on the markets. High profile investors make bold calls but are seldom held accountable for the bad ones. Yet, the media will go back to the “big” names year after year because they generate clicks for their ad dollars. Unfortunately this doesn't bode well for your investment portfolio if you take their newsworthy headlines as actual investment advice. Let's take a look back two years to the summer of 2016 when two of the most prominent investors Bill Gross and Jeffrey Gundlach were screaming SELL!

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