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.
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.
By all accounts the first three quarters of 2016 have been very good from a performance standpoint, notwithstanding some periods of intense volatility. The S&P has delivered a return of approximately 7.8%, with the Russell 2000 at 11.4%. MSCI EM have delivered a remarkable 16.4% year to date.
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.
Advisory services offered through AdviseMe National Advisors, a registered Investment Advisor. Securities and additional advisory services
offered through Independent Financial Group LLC, a registered broker-dealer and investment advisor. Member FINRA & SIPC. AdviseMe National
Advisors and Independent Financial Group LLC are not affiliated. OSJ: 12671 High Bluff Drive, Suite 200 San Diego, CA 92130.
Licensed to offer securities in the following states: CA, IL, IN, KS, MI, NY, OH, PA, TX
Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete.
Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor.
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