Click the attachments here, The Cost of Timing the Market , to check out this article from Franklin Templeton. This articles demonstrates how trying to outsmart the market can be costly to investors and why.
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Thursday, May 9, 2019
Marlena Lee, PhD, explains how her research on replacement rates can help both plan participants and sponsors prepare for better retirement outcomes. Watch here.
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Wednesday, January 30, 2019
Read the market commentary on the last quarter of 2018 and the outlook for 2019. Click on the link below. Market Commentary
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Friday, August 10, 2018
Can 43 shares make a difference? Yes! In this First Affirmative issue you can read about the story of how two First Affirmative clients made a company phase out hazardous chemicals to greener and safer choices - just by exercising...
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What is financial institutions role in gun violence? Read more about the responsibility that financial institutions have in this matter. Facebook has been facing some difficulties the last two years with their involvement in the 2016...
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Thursday, March 15, 2018
As we recently hired a new Intern from Sweden, we thought it would be a great opportunity to learn more about Sweden. Here are some interesting points about CSR (Corporate Socially Responsibility) in Sweden. CSR has been major among...
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Tuesday, March 6, 2018
Hi! Below you will find the First Affirmative newsletter and Market Commentary for January 2018. Have a pleasant reading! Affirmative Impact Market commentary
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Click Here First Affirmative April, 2017 Newsletter Sustainable, Responsible, Impact Investing
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First Affirmative April, 2017 Newsletter Sustainable, Responsible, Impact Investing
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Please click on the following link to view the April, 2017 market commentary update from First Affirmative: Sustainable, Responsible, Impact Investing: Market Commentary April, 2017
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Click the attachment here, Economic Commentary, to check out this article written by Mei Miller. The article touches on job creation and the unemployment rate in years past. It goes into details concerning the 2017 economic forecast...
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Tuesday, January 17, 2017
It's Gregg Himfar CFP®, your financial adviser on the Xcite Steps 401k plan. As participants, I see you have been contributing and I encourage you to continue saving for retirement. I will be sending video newsletters every month...
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Friday, April 29, 2016
FINRA Broker Check U4 Required Starting June 6th 2016 Financial Industry Regulatory Authority FINRA is tasked with protecting investors and upholding market integrity by regulating the securities industry. They are an independent,...
Read MoreExchange traded funds (ETF's) offer lower costs, provide unique diversification strategies, and have less restrictions when it comes to investing employee deferrals into company sponsored profit sharing plans, such as the 401(k). The...
Read MoreIn the short term, a trip to France sounds great - I must agree. In the long term, you may regret how you funded that dream vacation - especially if funded through a loan from your 401(k) plan. Perhaps a simple road-trip down to the...
Read MoreHave you hired a competent financial advisor? What makes one financial professional different from another? What steps and/or attributes should one take/look for in conducting a search? Those in need of advice need a process to...
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