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  3. Research and White Papers

Research and White Papers

Our independence allows us to draw on research from numerous industry-leading firms.  This research, combined with our own in-house analysis, helps inform our investment management process and customize our recommendations to our clients' needs.  Here are some insights we would like to share with you.

Outlook 2014:  The Investor's Alamanac - Portfolios Over Policy

 

 

White Papers

"Fiduciary Resources Guide for Qualified Plan Sponsors"

"How to Tell if Your Retirement Plan is Meeting Your Objectives"

"A Plan Sponsor’s Fiduciary Calling to Improve the Retirement Readiness of Plan Participants"

"Comprehensive Strategies in a Low Yield Environment"

"Retirement Insights: Adding Value to Stable Value" (for Retirement Plan Sponsors)"

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  •   56 Harrison Street Suite 203, New Rochelle, New York 10801
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Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. Investment advice offered through Private Advisor Group, LLC, a Registered Investment Advisor.  Private Advisor Group, LLC and Flynn Financial Partners, Ltd. are separate entities from LPL Financial.

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