Pensions

AT&T Pension Lump Sum: Playing the Interest Rate Game

Headcount reduction measures affecting both Management and Union members are underway summer 2020. With interest rates near historic lows, Pension Lump Sums are near historic highs. Should you claim your Pension Lump Sum immediately or “play the interest rate game”? . We also review the three critical steps to take before your last day on payroll and the potential impact your Severance, Pension, and Social Security may have on unemployment …

Advice

Why The Stock Market Can Be Up...

Disclosure: The opinions voiced in this material are for general information only and are not intended to provide …

Advice

Markets and Risks During Presi...

Disclosure: The opinions voiced in this material are for general information only and are not intended to provide …

Advice

Does the President Control the...

Disclosure: The opinions voiced in this material are for general information only and are not intended to provide …

Advice

Why Having A Financial Plan Is...

The Retirement Network’s Director of Financial Planning, Tim Dillow, CFP, discusses why having a financial plan is so …

Advice

Attempting To Win The Volatili...

Disclosure: The opinions voiced in this material are for general information only and are not intended to provide …

Advice

Earnings Recession – Sho...

You have probably heard the term “earnings recession” as of late because it’s all over the media and …

Advice

Investment Committee – W...

Our Director of Portfolio Management, Brian Dorn, explains what “Headline Risk” is and why it’s important to understand …

Advice

Investment Committee – R...

Brian Dorn, the chairman of our investment committee, discuss significant increase in negative volatility that we saw in …

Advice

Investment Committee – E...

This summer we launched our video series in which our Investment Committee Chairman, Brian Dorn, AIF, provides an …

Advice

Investment Committee – 2...

The Retirement Network’s Investment Committee chairman, Brian Dorn, AIF, shares our mid-year update about the current market environment.

Meet The Advisor

The Retirement Network: Our S...

“Our Story” shares our firm’s approach to working with clients and the wide range of highly qualified investments …

Meet The Advisor

Meet Our Team: Chris Crandall...

In this episode of our Video Advisor series you get the chance to meet one of the founding …

Meet The Advisor

Meet Our Team: Tim Crandall

In this episode of our Video Advisor series you get the chance to meet one of the founding …

Meet The Advisor

Meet Our Team: Jean Baert

In this episode of our Video Advisor series you get the chance to meet one of our advisors, …

Meet The Advisor

Meet Our Team: Ann Montgomery

In this episode of our Video Advisor series, you get to meet one of our Chief Compliance Officer, …

Meet The Advisor

Meet Our Team: Charles Hartma...

In this episode of our Video Advisor series, you get to meet one of our senior advisors, Charles …

Meet The Advisor

Meet Our Team: MaKinzie Stack

In this episode of our Video Advisor series, you get to meet a key member of our client …

Meet The Advisor

Meet Our Team: Michele Tomlin...

In this episode of our Video Advisor series, you will get the chance to meet one of our …

Meet The Advisor

Meet the Advisor: Drew Grider

This Video Advisor episode gives you the chance to meet Drew Grider. He talks about his family, his …

Meet The Advisor

Meet the Advisor: Brian Dorn

This Video Advisor Series episode gives you a chance to meet Brian Dorn. Not only will you learn …

Advice

The Steps to Retire from AT&T

This Video Advisor Series does a nice job of discussing the several steps that are required to retire …

Pensions

Understanding Your AT&T P...

Your AT&T pension is a very important retirement benefit for you and your family, and it can be …

Advice

2012 U.S. Election

With one of the most important Presidential elections in recent U.S. history only weeks away, we felt it …

Quarterly Allocations

AT&T 401(k) Allocations Video

Here is a brief video that discusses our current 401(k) allocations for AT&T employees in the Chicago area. …

Quarterly Allocations

AT&T 401(k) Allocations &...

Here is a brief video that discusses our current 401(k) allocations for AT&T employees in the Chicago area. …

Advice

AT&T SIPP Offer

Watch this important video to hear about the AT&T SIPP offer (deadline: Feb-6-2012).

Advice

2012 GATT Rate Video

To announce the 2012 GATT rate and its potential impact on your Pension, watch our educational presentation video.

Advice

Fundamental Investor Series: ...

NEWS + ADVICE

Advice

Firm ADV Documents

To view any of our registered investment advisory (RIA) firm ADV documents currently filed, click on the links below:   Customer Relationship Summary (CRS) Form ADV Part 1 Appendix 1 Wrap Brochure Form ADV Part 2A Form ADV Part 2B Privacy Policy
Allocations

Market Update: Q3, 2020

Near the beginning of the second quarter, the fastest bear market in U.S. history took place, as COVID-19 spread throughout the world. Global gross...
Allocations

Investment Committee Perspectives: ...

The COVID-19 pandemic has affected virtually every aspect of our lives. Regarding its impact on financial markets, “volatility” seems to be the operative word....
VIEW NEWS + ADVICE

EVENTS

VIEW ALL UPCOMING EVENTS