By: Bob DiMeo, Chief Executive Officer
In 2017 we upgraded the firm’s website and I recall our marketing team and IT vendor being very excited. The update was more functional, graphics looked great, and we were told the improved website was likely to win an award (it did). I too was excited and remember displaying the site to my wife with a sense of pride; however, my bubble soon... Read More >
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By: Kathryn Pizzi, CFA, ASA, Partner, Senior Consultant
Interest rates increased dramatically this year, beginning with a simple turn of the calendar from 2021 to 2022. In just that one innocuous flip, the yield of 10-year Treasury bonds increased 11 basis points (0.11 percent) on the first trading day of the new year. And that was just the beginning… Read More >
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By: Joseph Melia, Senior Consultant
Earlier this year, the largest retirement plan provider in the United States announced that clients using their platform would have the ability to invest in digital assets within their core 401(k) investment lineup on an elective basis. The announcement touted a first-of-its-kind investment opportunity, catching the eye of Plan Sponsors, participants and… Read More >
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This report is intended for the exclusive use of clients or prospective clients of Fiducient Advisors. The information contained herein is intended for the recipient, is confidential and may not be disseminated or distributed to any other person without the prior approval of Fiducient Advisors. Any dissemination or distribution is strictly prohibited. Information has been obtained from a variety of sources believed to be reliable though not independently verified. Any forecasts represent future expectations and actual returns; volatilities and correlations will differ from forecasts. This report does not represent a specific investment recommendation. The opinions and analysis expressed herein are based on Fiducient Advisors' research and professional experience, and are expressed as of the date of this report. Please consult with your advisor, attorney and accountant, as appropriate, regarding specific advice. Past performance does not indicate future performance and there is a possibility of a loss.
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