TIA News & Updates2018-11-12T13:24:55-08:00

Holiday Greetings 2020

By |December 23rd, 2020|

We wish everyone a healthy and happy 2021 and an opportunity to see loved ones and friends in a safe and secure way to your heart's content in the coming months. We have been saddened by the threat posed by Covid-19 and by the [...]

Consideration of ESG factors can reduce risk and improve return

By |July 30th, 2020|

The DOL's proposed Rulemaking on "Financial Factors in Selecting Plan Investments" for ERISA plans is considering amendments to the “Investment duties” regulation under Title I of the Employee Retirement Income Security Act of 1974, as amended (ERISA), to confirm that ERISA requires plan fiduciaries [...]

Stop-Loss Orders and Portfolio Risk

By |June 10th, 2020|

Stop-Loss Orders & Portfolio Risk Investors hoping for gains through investments in the stock market must naturally bear the risk that the value of their holdings will fall. Prudent investors seek to construct and manage their portfolios in such a way that they [...]

Holiday Greetings 2019

By |December 20th, 2019|

We want to wish everyone happy holidays and a healthy and prosperous new year and decade. In appreciation of our clients and their long-term hopes for the future, we make a donation each year to an exceptional group doing critical work to benefit others.  [...]

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