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Quarterly Considerations 03/31/2018


Share Your Thoughts – Let us know what we’re doing well and ways to serve you better

Corporate Plans

What’s It Cost? – Only 27% of Americans are aware of the fees they’re paying for their 401(k) plan according to a recent TD Ameritrust survey.

Deep Freeze – In 2008, 20% of Fortune 500 companies froze their defined benefit plan and 19% closed it to new hires. By 2017, 42% sponsored a frozen plan and 24% had closed the plan according to a Willis Towers Watson survey.


Give Back – The largest charity in the U.S. is actually Fidelity’s Donor Advised Funds (DAF) program at $16 billion. DAF total individual giving nearly doubled between 2010 and 2016 – from 4.4% to 8.3%, according to the National Philanthropic Trust.

Private Clients

Investing With a Mission – Have you considered aligning your investment portfolio with your values? We can help you navigate environmental, social, and governance investment options and explain how you could achieve a measurable positive impact with your portfolio.

The Return of Volatility – The start of this year has seen a return of market volatility amid escalating trade tensions between the U.S. and China. We are here to help you understand and determine the appropriate level of risk in your portfolio utilizing our Three Levers exercise and our portfolio modeling.

Charitable Giving Revisited – Have you reviewed your charitable gifting strategy in light of the Tax Cuts and Jobs Act? We can offer perspective across different approaches in making charitable contributions.

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