Looking to the Future…Both Near- and Long-term As I write the kickoff of the 46th Annual Super Bowl is only minutes away. Not being a fan, I’m not feeling any pressure to finish this at all but can identify with anyone who the anticipation of the event…especially as I turn my thoughts to the much [...]
Written on 2/7/12 Style Update Last month we got a move in the model in each reporting period. I quickly went back over the last decade (that’s how long we’ve been running the model) and couldn’t find a period when it’s ever happened before. I’m sure this is more interesting to me than to you, [...]
Dietz & Lynch Capital (“DLC”) and its sister company Fiduciary Plan Governance, LLC (“FPG”) are hiring a Communications Manager who can work in conjunction with the various team members and serve as the primary individual responsible for project management and client communications across the two organizations. This individual should be a team-oriented person with strong [...]
Beginning A New Year…With Excitement! Welcome to 2012! As we look ahead we are, frankly, anticipating significant steps forward in the quest for retirement dignity for participants in employee-directed retirement (401(k), 403(b), 457) plans. Now, this doesn’t mean we are unaware of or ignoring all the reports of impossibly low retirement plan balances and a [...]
I’m sitting here doing my year-end review of everyone’s accounts. I do it every year over the New Year’s holiday, and for the most part, I think it’s safe to say the following about the past year: Goodbye and good riddance! It’s not that we fared particularly poorly, it’s that trendless markets like these are [...]
Congratulations to Madico, Inc. on Being Named One of the Top Places to Work in 2011! We are proud to be associated with Madico, Inc. as their Retirement Plan Consultant and wish to congratulate them for being named one of the 100 Top Places to Work in Massachusetts for the 3rd year in a row. We further want to extend [...]
It’s that time of year again! Before I get started on the monthly update, here is the annual checklist of things to do or check by the end of December (in no particular order): If you are over 70 ½, did you take your Required Minimum Distribution? Do you have an IRA/401(k) that needs to [...]
We held our inaugural Holiday Client Appreciation Party on Thursday, December 1st at the beautiful Andover Inn. We had a great time kicking off the holiday season with you all! To those of you who missed it – we hope to see your faces next year!
Third Quarter 2011 Market Review: Stocks Reverse Course U.S. equity markets tumbled over the third quarter, posting a negative 15 percent return for the broad U.S. equity market (DJW 5000 Index). This was one of the markets’ worst quarters since 2009, a time when a credit crisis was underway. International equities posted similar results, posting [...]
Yes, that was a nod to the passing of one of the more amazing business and marketing minds of the last 50 years. Steve Jobs, in many ways, changed how we do a lot of things, but for me personally, his innovations helped change how I think about “change.” For that Steve, “thanks.” Speaking of [...]
