Reviewing Your Year End Finances

The end of the fourth quarter is a great time to evaluate the past year and begin looking towards 2018. Evaluating your finances is not quite as simple as looking at your year to date returns. There are a variety of measures to make sure your assets are working toward the goals that are important […]

How Misunderstanding Your Benefits Coverage Can Cost You

According to a recent Aflac study, over 90% of employees kept the same benefits selections as the prior year, 80% spent less than an hour making that decision, and 3 of 4 don’t fully understand their options. This is a developing problem in our workforce, and we’re here to help you navigate through it. Health […]

GranitPath Announces new Senior Advisor and Chief Compliance Officer

This month, GranitPath has welcomed a new member to the advisory team. Matt Cahill joins us as our Senior Advisor and also as our firm’s Chief Compliance Officer (CCO). He will be helping small business owners and employees to implement low-cost, low-administration retirement plan solutions. As our new CCO, Matt will be in charge of […]

How to Tell When Your Portfolio Is In Trouble

As advisers, we speak to clients about their portfolios on a daily basis. Sometimes a client is thrilled with their investments, sometimes they are not, and sometimes they just need a little clarification on a point or strategy we have employed for them. Often the reasons people get thrown off is that they become misguided […]

How Should My 401k Be Invested?

At GranitPath the most frequent line of questioning we face when talking to plan participants is regarding allocation within the plan. Many who utilize their company’s 401(k) don’t fully understand how they are invested or what their alternatives are within the plan. There are so many different options available that it is not fair to […]