Education is a critical part of our client relationships, which is why we provide a quarterly Spectrum Investor® Newsletter with important information that you should know whether you're a plan sponsor, a retirement plan participant, or an individual investor. Timely economic research, combined with our professional investment advice makes our quarterly newsletter and related links a valuable resource in helping to improve your investment outlook no matter what stage of life you're in.
Special Edition Newsletters
Quarterly Newsletter
Woodstock of Capitalism
INVESTMENT GUIDES
Guide to the Markets
Dr. Brian Jacobsen, CFA, CFP® - Weekly Economic Review
Brian Wesbury - Monday Morning Outlook
Dr. David Kelly - Weekly Economic Update
LPL Financial Weekly Research
Tom Saler, Historical Perspectives published bi-monthly
Guide to Retirement
John Hancock Market Intelligence
Please note: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this website. When you access one of these web sites, you assume total responsibility and risk for your use of the web sites you are linking to. The information contained in these outside websites is not intended to constitute legal, accounting, tax, investment, consulting, or other professional advice or services nor are they the beliefs of Spectrum Investment Advisors. For specific information that applies to your circumstances, you should consult a qualified tax or investment advisor.
EVENTS
RETIREMENT PLAN INVESTMENT SEMINAR JUNE 15, 2022
17th Annual Retirement Plan Investment Seminar
Agenda
Retirement Plan Trends
Manuel Rosado, MBA - President, Spectrum Investment Advisors
Fiduciary Best Practices
Dave Sargent, CFA - Vice President - Fidelity Investments
Economic & Financial Markets Review
Emily Roland, CIMA - Co-Chief Investment Strategist, John Hancock
Detour: Developing the Mindset to Navigate Life's Turns
Steve Gilliland - Personal & Professional Development Expert, Steve Gilliland, Inc.
WEBINARS
Recording with Bradford Campbell
Partner, Faegre Drinker
- Legislative Update Presentation
- 6 Steps for Managing Fiduciary Risk
- Plan Sponsor Fiduciary File Checklist
Recording with Dr. Brian Jacobsen, CFA®
Senior Investment Strategist, Allspring Global Investments
Recording with Dr. David Kelly, CFA®
Chief Investment Strategist, JPMorgan Asset Management
Recording with Dr. Poland & Dr. Jacobsen, CFA
Vaccine Research Director, Mayo Clinic &
Chief Portfolio Strategist, Wells Fargo
Recording with Scott Schwartz
Recording with Diane Gallagher,
Vice President, American Century Investments
Recording with Caroline Poland,
Founder and CEO, Poland & Associates
Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.