Investing
Using only the investment options available in the plan, we answer the question as to what an employee should invest their money in. We work with each employee to develop an appropriate asset allocation. We teach Economics 101…understanding the influence and impact of supply and demand on the stock market and in everyday life. We educate and provide an understanding of the different methodologies of money management. We teach employees how and when to use different investment vehicles based on their needs and temperament for risk to achieve different goals and objectives.