Broker Check


We like to keep our 401(k) participants informed of the most up to date market changes, ideas for reaching their retirement goals, and influences. Our most recent messages and memos are always available on our website, but to receive information in a more timely manner, be sure we have your email.  

To update or submit your email for electronic delivery of our newsletter, please email us by clicking here

Monthly Memos

November 2020

October 2020

September 2020

August 2020

July 2020

June 2020

Participant Hot Topics

Yes. Time is Everything.

Bear Market. Now what?

Staying the Course - Coronavirus Update

Quarterly Market Review

Market Review - Q3 2020

Market Review - Q2 2020

Market Review - Q1 2020

Market Review - Q4 2019