Every plan sponsor needs to understand the fiduciary responsibility associated with offering a retirement plan. It is important for you to work with experts who can help you navigate the complexities of that responsibility. Our processes and procedures are geared towards helping you maintain prudent compliance and administrative standards. Consider us an extension of your Human Resource Department, helping to ensure your organization is administering the plan with a high level of prudence. Your Human Resource Department can count on us to provide on-going support, resources and information.
Key deliverables include:
Zephyr Investment Management
California Office:
3625 East Thousand Oaks Blvd, Suite 145
Westlake Village, CA 91362
Georgia Office:
42 Main St, Suite 2A
Senoia, GA 30276
P: 805-496-6810
F: 805-496-0630
E: info@zephyrim.com
On Wednesday, We’ll Know If The Federal Reserve Will End Inflation By Causing A Recession
Look for the Federal Reserve Board's policy statement next Wednesday to help determine whether the inflation crisis ends in a recession.
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Investment success hinges largely on getting the answer right to this question: Would you accept 10% less return on stocks annually to experience 40% less volatility than stocks? If so,
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