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, Inc.
3625 East Thousand Oaks Blvd, Suite 145
Westlake Village, CA 91362
P: 805-496-6810
F: 805-496-0630
E: cmunoz@zephyrim.com
With Economic Recovery Intact, Stocks Are Near Record Again
Despite the Delta variant, inflation fears, and supply chain disruptions, and uncertainty in Washington on spending and tax policies, the economic recovery from the pandemic meltdown remains intact.
The growth of the economy drives investment returns, and plain and simple, corporate profits—that is, earnings—drive stock prices. Without an understanding of what drives stock prices, investors are often
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