Soltis Fall Fiduciary Training 2020

by | Nov 20, 2020 | CIO Updates

This is our semi-annual fiduciary training that covers the following: What’s Next – 401k Regulations for 2021 Investment Innovation with Process & Prudence Asset Allocation & Glidepath Enhancement for Target Date Funds Elections, Economy, & Everything...

Red or Blue: Elections, the Market, & You

by | Oct 27, 2020 | CIO Updates

There is a lot of uncertainty surrounding the 2020 presidential election. Join us as we discuss the impact that previous elections have had on the stock market. We’ll take a look at the current political environment and finish by discussing several helpful...