Your Overview

If you are an individual who feels comfortable with asset allocation strategies, risk management, diversification techniques, rebalancing principles and can understand the broad signals in the markets and the economy, Your Overview may be right for you.

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On a quarterly basis we will provide you with economic indicators and a general overview to assist you in making investment decisions on your 401-(k) account.

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You will take the data we provide, and determine on an individual basis what changes are right for your account. If you feel adjustments are in order, you will make the changes in your account.

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As with all of our services, you will have access to your Personal Financial Web Site to assist you in monitoring and managing ALL of your accounts, not just your 401-(k) plan.

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You make the changes to your account based on these economic indicators.