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Dear Plan Sponsor,

Below is the quarterly educational material that we know your employees will find valuable. Please forward this communication to your participants at your earliest convenience.

Participant Resources

Executive Planning Program

Do you want a better grasp of your overall wealth management strategy? Our E.P.P. may be your answer. Learn more here.

Q4 2022 Market Review

This provides a general overview of the markets in Q4 of 2022.

2022 Market Review

This report features world capital market performance for the last year.

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2022 Market Commentary

A comprehensive summary of calendar year 2022 from Dimensional Fund Advisors.

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Markets Don’t Wait For Official Announcements

History shows that the markets already incorporate expectations ahead of economic reports. This paper from DFA outlines why the economy and markets do not always move together.

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Market Returns through a Century of Recessions

What does a century of economic cycles teach investors about investing? Follow the link to find out.

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New Year Financial Resolutions

Click below for a set of financial & tax planning strategies to implement this year.

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2023 Important Numbers

Convenient two-page tax guide.

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Qualified Charitable Distributions (QCDs)

Anyone over the age of 70 1/2 who has an Individual Retirement Account (IRA) is eligible for a tax free distribution.

If you are charitably inclined, click on the link below & learn more about how a QCD may benefit you!

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Anticipating a Recession?

Here is a checklist of financial planning topics that may help navigate challenging times.

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Starting a New Job?

Ease your transition with this checklist of financial planning items.

Talk Your Chart | And the Winner Is... | Episode 28

In January 2022, Brett & Marcos made a bet on who’s company would perform better during the year. The results are in! And the winner is…

WATCH NOW

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Student of the Market

60/40 Portfolio returns, Bond and stock market returns and more in this report from BlackRock.