Investment Consulting

Many people save for retirement in a defined-contribution retirement plan (like a 401k) or an individual retirement account (traditional or Roth IRA). It is important to designate beneficiaries for accounts. The forms, often seemingly simple to fill out, have hidden complexity. You are likely to encounter...

In our recent investment commentary, we highlighted research regarding plan design and plan participants.  The research clearly highlights the effects that plan design can have on plan participants and retirement outcomes.  While the study largely confirms that automatic enrollment has a strong effect on participant...

Ross Walker has joined the firm as a Financial Analyst primarily supporting the firm's Investment Management practice. Ross assists the investment management team with analysis, portfolio management, and client services. Ross is a recent graduate of Wofford College where he majored in finance and minored...