Multnomah Group announced today the addition of Amy Ouellette, CFP®, ERPA, QPA as a new Investment Consultant working out of the firm’s Portland, OR office. Amy will provide consulting services to the firm’s clients in the Pacific Northwest. “We are very ...
Almost every working day, I am deluged with studies and articles decrying how far behind US workers are in saving for retirement. ...
In recent weeks, we have seen a number of articles that are beginning to bring new light to the massive potential conflicts ...
Our 3rd Quarter 2014 Capital Markets Review describes a weak global environment for capital markets. The U.S. economy continued ...
We have spent a fair amount of time over the last week addressing questions about a high profile portfolio manager departure and ...
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Be wary of any retirement service provider who doesn’t send you a bill. Your retirement plan adviser and other service providers ...
Over the past decade or so, I have reviewed countless management letters written by retirement plan auditors that cite a number ...
We have the great fortune of being asked on occasion to speak on topics we care about deeply and think can impact our clients and ...
Last week Morningstar acquired HelloWallet, a provider of employee financial wellness software, in a deal that for the most part ...
On Tuesday, March 11, 2014, the Department of Labor (DOL) issued a proposed rule (see the News Release) that would require ...
Recently, our firm's Chief Investment Officer, Scott Cameron, was quoted in a piece on CNBC, "Inflation risk low, investors shun ...