1st Quarter 2017 Market Commentary

U.S. Economy – Good The key factors we track, unemployment, housing, and inflation, are all favorable. Unemployment is now in the 4.7% range, while wage inflation has held its slight upward trend.

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4th Q Market Insights

There were two events in the Fourth Quarter that influenced U.S. and foreign financial markets: Donald Trump won the presidential election which led to positive growth on Wall Street & the Federal Reserve’s December interest rate of 0.25% signified the Fed's confidence in the improving U.S. economy.

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The Election is Over . . .Now What??

Certainly last night was a surprise for many Americans and international observers. How will Trump's shocking win affect the Market and your Investments?

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2017 401(k) and IRA Rules

The contribution limits for 401(k) plans and individual retirement accounts will stay the same in 2017. Employees will be eligible to defer paying income tax on up to $18,000 that they contribute to 401(k) and $5,500 to their IRA.

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About Pension Advisors

Pension Advisors is an Independent Investment Advisory firm founded in Cleveland, Ohio. With our strict focus on the retirement industry, we provide our clients with a better understanding of the industry, the providers, the funds, the fees and the available technology. We work with our clients in every aspect of the retirement process - including finding the best plan product, offering investment advice, negotiating the fees and contracts of the plan, as well as proactively and aggressively servicing our clients on an on-going, systematic basis.

In servicing retirement plans, we believe that the employees must also be educated and have a go-to person with regard to the Plan. We work with employees on selecting their funds, fund allocation, and individual investment advice on a one-to-one basis.

Our strength is in our determination. We aren’t satisfied until our clients receive the best service, best products, and best pricing. Every day.

 

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How Can We Help You?

Questions about your 401(k) Plan.

Individual Investment Questions.


David Krasnow
President and Chief Executive Officer

Ivana Gavran
Investment and Education Specialist

Marci Dworken
Client Manager Investment Support

Estate Planning Questions.

Beth Krasnow
Estate Planning Attorney/Education Specialist

Compliance Issue/Question.

Debi Stranman
Senior Client Manager