You can have your retirement cake and eat it too

The Bakersfield Californian January 26, 2015 One third of the nation’s employers expect staffing problems in the coming years as a result of boomer retirements, according to a recent survey released by the Society for Human Resource Management. And the Pew Research Center estimates that 10,000 people in the United States reach retirement age every … Read more

Portfolio Newsletter 4Q 2014

The 2014 numbers are in and all portfolios achieved above average returns in comparison to their peers. The “Low Min” portfolios nearly outperformed across the board due to higher performance from the Large Cap Value and Small Cap funds. As you know from the last newsletter, we made a few changes I hope will generate … Read more