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
Woodstock of Capitalism
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.
RETIREMENT PLAN INVESTMENT SEMINAR JUNE 13, 2023
18th Annual Retirement Plan Investment Seminar
Retirement Plan Trends
Manuel Rosado, MBA - President, Spectrum Investment Advisors
8,000 Days: Envisioning Retirement in a New Way
Mike Lynch, Managing Director of Applied Insights, Hartford Funds
Economic & Financial Markets Review
Emily Roland, CIMA - Co-Chief Investment Strategist, John Hancock
Tough Choices in Challenging Times
Charlie Plumb, Former Navy Fighter Pilot, Prisoner of War, and Motivational Speaker
Recording with Dr. Brian Jacobsen, CFA®
Senior Investment Strategist, Allspring Global Investments
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 for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.