As part of our investment process, we have written a number of research oriented white papers and topic oriented commentaries. They reflect our thinking and how we select investments and manage client accounts.
Investment Consulting Team
Jim White
Chairman
Goodloe White, CFA
President
Brooks Blair
Analyst
Investment Consulting Insights
Are a Few Low-Cost Investment Options Enough?
Some 401k Plan Sponsors have taken the approach of providing a broad range of investment options hoping that providing a...
Should I Check the Per Stirpes Box?
Many people save for retirement in a defined-contribution retirement plan (like a 401k) or an individual retirement account (traditional or...
Effects of Automatic Enrollment in Plan Design
In our recent investment commentary, we highlighted research regarding plan design and plan participants. The research clearly highlights the effects...