We're in the News

Click the links below to read the articles featuring our staff in the St. Petersburg Times (Tampa Bay, FL).

Easy investments beat state's expert pension planners

This article discusses the pension fund in Florida and gives an analysis of how effectively the State Board of Administration invests the retirement savings of state, county and city employees. Read the middle of the article to find where Jared Faltys is quoted.

How Florida pension plans investments stack up to index funds

To check out how effectively the State Board of Administration invests the retirement savings of state, county and city employees, several financial professionals were asked to prepare a hypothetical synopsis of what would have happened to $100 in a portfolio of index funds. See the results of Jared Faltys and Nathan Raabe at the end of the article, showing a 7.52% return.

Wise Words

"It is helpful to have an adviser who can lend a steady hand and maintain a proper long-term perspective for a portfolio. It does little good to purchase the right stocks or funds if the next time the market trembles you find yourself scurrying to the safety of money market assets." Jeremy Siegel

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Wealth Management LLC, Retirement Plan Consultants, 401k Consultants LLC, 403b Consultants LLC, and 457 Consultants LLC (referred to as “affiliates”) are affiliated with Christensen Brozek Faltys PC, a CPA firm licensed in Nebraska. The services you may receive from affiliates are not provided by a licensed CPA firm regulated by the Nebraska Board of Public Accountancy. There may be overlapping services with the CPA firm, therefore, if you are uncertain which entity is providing any of the services, you should ask for clarification from the individual providing such service.