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Water Cooler Wisdom

February 2, 2012 by admin

2012: The Year that Could Have Been

We wanted to share our review of last quarter’s market. It gives two divergent possible outcomes for 2012 with the probability higher that employee retirement wealth will continue to fall short of its potential and further increase the cost of an aging population on employers and the disillusionment of a younger generation that is hesitant to participate in a market that has provided them little to no return on their investment.

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Filed Under: Advice, Blog, Castle Rock Investment Company, Uncategorized

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Castle Rock Investment Company, formed in 2006, is an independent woman-owned SEC-registered investment adviser located in Castle Rock, Colorado. We specialize in individual financial plans and qualified service plans.

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From the Blog

State Farm and Edward Jones React to the Fiduciary Rule

By Mack Bekeza With April 10th, 2017 quickly approaching, a large number of investment firms and insurance agencies are scrambling to comply with the DOL fiduciary regulation. However, some firms believe they have found a solution to the upcoming rule. Knowing that their representatives cannot put their clients’ interest first, State Farm and Edward Jones […]

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