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The Fiduciary Focus Blog

Guidance Point Retirement Services Welcomes Joseph Dunbar as Retirement Plan & Investment Consultant

A.J. Walker, AIF ® 23 April, 2018
Guidance Point Retirement Services is pleased to announce that Joseph Dunbar has joined as the firm's newest Retirement Plan & Investment Consultant. He has worked with all types of organizations, ...
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Capital Markets Review- Second Quarter 2017

Benjamin Smith, CFA 15 July, 2017
  The 10th Anniversary of the start of the Financial Crisis; How much longer does the Goldilocks Scenario last? June marked the 10th anniversary of the beginning of the Financial Crisis.  In June ...
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Capital Markets Review- First Quarter 2017

Benjamin Smith, CFA 14 April, 2017
  A Trump Bump and Growing International Economic Confidence: The first quarter of 2017 was dominated by political headlines and firming economic data globally. Risk assets continued to outperform ...
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How Much Does a 401k Plan Cost?

A.J. Walker, AIF ® 15 February, 2017
  One of the first questions  that companies  want to know  when they call one of our consultants is: "How Much Does a 401k Plan Cost?" This question poses two important realizations to senior ...
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Omotenashi & The Evolution of the Retirement Plan 

Benjamin Smith, CFA 08 February, 2017
  Omotenashi is the Japanese word for treating people the way you'd want to be treated, for a posture of customer service that builds long-term trust and loyalty. Seth Godin, in one of his recent ...
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Capital Markets Review - Fourth Quarter 2016

Benjamin Smith, CFA 10 January, 2017
A Tale of Two Halves 2016 can be described as a Tale of Two Halves.  Many investors took a “risk-off” approach to the markets in the first half of the year due to a decline in oil prices and slow ...
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Improving Plan Operation, Cost, & Investment Structure: A 401(k) Case Study

A.J. Walker, AIF ® 07 December, 2016
The Challenge This client had been using the services of an insurance company bundled retirement plan product for over ten years with no service or fee benchmarking over that time frame. The client ...
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Guidance Point Retirement Services Welcomes Michael Jewer as Retirement Plan Consultant

A.J. Walker, AIF ® 17 November, 2016
Guidance Point Retirement Services  is pleased to announce that Michael Jewer has joined   as the firm's newest retirement plan  consultant. In his  role, Michael  will advise clients on benefit ...
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Capital Markets Review - Third Quarter 2016

Benjamin Smith, CFA 03 November, 2016
The Presidential Election Heats Up.... Global economies are turning their eyes to the US presidential election. Although world markets and economies absorb this leadership change every four years, ...
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