Just 12% of Americans have developed a written financial plan, underscoring the need for financial education.
Read the full article here.
We are pleased to welcome new members to the Francis Investment Counsel team.
Click here to meet them!
A vigorous debate rages on about which asset management strategy is best.
Click here to read more about factors to consider when reviewing which approach is right for you.
Featured in the Journal Sentinel online, advisor Meredith Ehn reviews the Roth option.
"By definition, the phrase "best in class" denotes the highest current performance level - one that may be used as a goal to be equaled or exceeded." - PLANSPONSOR Magazine
Click here to read this quarterly resource for plan participants.
Joseph Topp suggests that covering financial fundamentals in retirement education, such as budgeting, may be the first step to improving retirement savings.
Click here to read more.
Understanding your emotions may help you become a more successful investor.
Read on to find out how.
Click here to read the latest edition of the Fiduciary Focus - a quarterly update for plan sponsors.
Featured in the Journal Sentinel, Ed McIlveen discusses opportunities to invest in emerging markets.
Click here to read the full article.
Featured in the Journal Sentinel online, Advisor Kelli Send reviews five things you should consider before taking a distribution.
Click here to view the full video.
Despite underperformance, now may be one of the most opportune times to invest internationally.
Click here to read why.
Francis Investment Counsel’s “How to Help Millennials Save For Retirement: Four Tips For Plan Sponsors” blog post was included in the BenefitsLink.com October Retirement Plans Newsletter. The blog post provides instruction on how employers can attract and support Millennials in their efforts to save for retirement.
Click here to read the full post.
It is the duty of plan sponsors and fiduciaries to ensure that a plan operates in the best interest of the participants. Plans are subject to ever increasing scrutiny, especially with respect to fees. It is important to be confident that your plan is not run to favor interested parties such as recordkeepers or investment managers. This is where an investment consultant with fiduciary responsibilities can assist in the significant task of fiduciary oversight.
Read here how a plan audit helped reduce investment management fees and set the plan up for long-term success, reducing potential fiduciary liability concerns in the process.
Ed McIlveen, Francis Investment Counsel Director of Performance Analytics and Research, examines the PIMCO dynasty following the departure of Founder Bill Gross in September. Specifically, how will this change in leadership affect fund management?
Read Ed’s analysis of PIMCO for answers to these and other related questions.
The retirement industry recognizes there is a need for some type of income solution for plan participants at retirement. Michael Francis shares his opinion on this hot issue.
Click here to read the full article.
Nationally syndicated financial talk radio host Chuck Jaffe interviews Michael Francis about preparing retirement plans for a rising interest rate environment. Michael discusses Francis Investment Counsel’s varying strategies to prepare long- and short-term investors for rising rates.
Click here to listen to the full radio segment for more information on these strategies and analysis of the Feds future involvement with the market.
FRANCIS INVESTMENT COUNSEL EXPANDS TO NEW LOCATION
State of the Art Facility Expands Services to Retirement Plan Participants
FRANCIS INVESTMENT COUNSEL CONGRATULATES
401(K) DAY AWARD WINNER
MIKE TINGO FROM WEATHERSHIELD
Participant Mike Tingo Won Free Gas for a Year in 401(k) Day Promotion
By Michael J. Francis, CIMA®, JD, President & Chief Investment Officer at Francis Investment Counsel.
Click here to read the full article on-line.