Sundvold Financial

Thanks to Eric Dyson, ERISA Advisor Search, Keynote Speaker for including our team on his podcast this past week. Our goal is to be a Fiduciary to both the Plan Sponsor and the Employees of your team who participate in your Retirement offering. We believe high touch service not only helps the Retirement Plan as a whole, but more importantly, helps participants better prepare for Retirement Success.

My adjunct position at Westminster ended yesterday. During my two semesters there, I started posting quotes that I started each class with. Over the past several months, many people have told me that they enjoyed reading them. I have decided to continue the tradition, but not the frequency! Instead of seeing something (a quote or some information like today) every Tuesday and Thursday, it will more likely be once every 2 weeks or something like that. Today, I will start a series covering what has happened during Presidential election years. We have many clients that asks us what they should do with their investments should Republican win or a Democrat win. This data was compiled by First Trust Portfolios and as they like to say "facts win." You'll probably need to blow up the photo to really see the data.

Do you offer a Retirement Plan for your employees? Here is a quick read about some of the fiduciary responsibilities you will be required to cover according to ERISA law. https://lnkd.in/ec_fccMf

Do you offer a Retirement Plan for your employees? Here is a quick read about some of the fiduciary responsibilities you will be required to cover according to ERISA law. https://lnkd.in/ec_fccMf

Sundvold Financial would like to wish you a joyful holiday season!

Most individuals do not realize their 401(k) plan will be their largest asset type when they enter retirement - it is important to make sure your investment strategy aligns with your risk tolerance, time horizon, & retirement income needs. Every good plan has a goal in mind, what's your goal?

Most individuals do not realize their 401(k) plan will be their largest asset type when they enter retirement - it is important to make sure your investment strategy aligns with your risk tolerance, time horizon, & retirement income needs. Every good plan has a goal in mind, what's your goal?