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  1. Employer Plans
  2. /News & Resources

News & Resources

Retirement Plan News

Retirement Plan News

Recent News & Articles

  • Health. Wealth. Wisdom. — Q1 2018
     
  • January 2018 Regulatory Update
     
  • Retirement Plan Perspectives — Q4 2017
     
  • Health. Wealth. Wisdom. — Q4 2017
     
  • October 2017 Regulatory Update 
     
  • IRS Benefit Plan Limits for 2018
     
  • Retirement Plan Perspectives — Q3 2017
     
  • Health. Wealth. Wisdom. - Q3 2017
     
  • July 2017 Regulatory Update
     
  • Retirement Plan Perspectives — Q2 2017
     
  • Health. Wealth. Wisdom. — Q2 2017
     
  • April 2017 Regulatory Update
     
  • Retirement Plan Perspectives — Q1 2017
     

*Diversification does not assure a profit or protect against loss during a declining market.
 

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Point Wilson Lighthouse-v
Point Wilson Lighthouse guides mariners in their approach to Port Townsend.

Recommended Reading

  • Health. Wealth. Wisdom. - Q1 2018
  • Health. Wealth. Wisdom. - Q4 2017
  • Health. Wealth. Wisdom. - Q3 2017
  • Health. Wealth. Wisdom. - Q2 2017
  • Your 401(k) Is Not an ATM
  • What to do with Your Old 401(k)?

Market Updates

Market Thoughts (video)

Weekly (04/16/18)

Monthly (04/05/18)

This communication strictly intended for individuals residing in the states of CA, FL, MI, NC, NJ, NV, OH, OR, UT, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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Gale Investment Management 425 Washington St., Port Townsend, WA 98368 | P360.385.5044