by Manish Khatta | Oct 2, 2018 | Investment Management
Investors are always seeking ways to make retirement planning and investing easier. Due to that desire, product providers are always more than happy to create new products that will provide simple investment choices that are thought to be safer, or that have the...
by Manish Khatta | Sep 14, 2018 | 403(b) Resources
With our expertise in the 403(b) market, we know the best way to help you grow your business in this space – is to arm you with tools that will add real value. The following is guide designed to help your clients better understand and manage their 403(b)...
by Manish Khatta | Jul 9, 2018 | 403(b) Resources
Your 403(b) retirement plan is innovative because it offers you choices for planning your retirement. But when you look more closely at your employer-sponsored retirement plan, you may discover the illusion of choice—you may be able to choose where and how to direct...
by Manish Khatta | Feb 20, 2018 | Investment Management
The average bull market lasts just over five years. The current bull market has persisted for almost nine. As stocks continue to rise and major U.S. indices repeatedly hit record highs, it can be easy for financial advisors and clients to become complacent. However,...
by Manish Khatta | Feb 8, 2018 | Investment Management
Investors have all gotten extremely complacent about investment returns as the market has churned higher and higher. The most recent stock market pullback is a small taste of what could be a very small part of a much larger bear market. Risk is not something to be...
