Forward Thinking

Timely topics with plan fiduciaries in mind.

SEC Target Date Risk Alert
Investment Consulting

SEC Target Date Risk Alert

On Nov. 7, 2019, the Securities and Exchange Commission’s (SEC) Office of Compliance Inspections and Examinations (OCIE) issued a Risk Alert covering target date funds. The Risk Alert was based on the OCIE staff’s examination of over 30 target date fund ...

A New Face at Multnomah Group

A New Face at Multnomah Group

Please join us in welcoming Chad Greenwood to Multnomah Group! Chad is our newest retirement plan analyst and is a member of our ...

Change Starts Early

Change Starts Early

We were recently interviewed by an organization looking for an investment consultant to help make big changes to their retirement ...

Pick a Lane
Plan Design

Pick a Lane

Back on June 12, we published a blog on how fee compression is impacting the retirement plan consulting industry and how firms ...

Never Stop Learning
Tax Exempt

Never Stop Learning

Routinely, we get our consulting team together in Portland for short collaborations. During this time, we can both share ideas ...

Announcing Our New Website

Announcing Our New Website

We are excited to share with you the launch of our new, redesigned website! The updated site includes some changes to navigation, ...

Location, Location, Location!

Location, Location, Location!

We’re excited to share with you that we have moved to a new office location in the U.S. Bancorp Tower in downtown Portland! As ...

1st Quarter 2018 Market Update

1st Quarter 2018 Market Update

The current U.S. economic expansion is in its ninth year, the third longest on record. Real GDP grew at an annualized rate of ...

In 2018, Let’s Be Better

In 2018, Let’s Be Better

I know it’s a trope, but one that annually I voluntarily participate in - creating resolutions to ring in the New Year. The list ...

3rd Quarter 2017 Market Update

3rd Quarter 2017 Market Update

The U.S. economy grew at an annualized rate of 3.1% in the most recent quarter, recording its quickest pace in more than two ...

Noise
Investment Consulting

Noise

Market pundits often react to market action, seemingly providing schizophrenic predictions of future market returns.  Since ...

3rd Quarter 2014 Market Update

3rd Quarter 2014 Market Update

Our 3rd Quarter 2014 Capital Markets Review describes a weak global environment for capital markets. The U.S. economy continued ...