Tag: Fiduciary Management

Are You In Good Hands?

While your car insurance may be fine, what about your retirement plan? In light of the recent changes to the Department of Labor’s (DOL) definition of “fiduciary”, you may want to find out.

Winter 2014: Annual 3-5 Year Investment Outlook

Winter 2014. Continuing our approach that has served Plan Financial’s clients well for almost 30 years, our annual 3-5 year outlook for the global economy provides the guardrails for how, where, why and when we invest the funds that you have entrusted to us.