Bellwether Consulting is an investment consulting firm
for institutional investors. Our clients look to us for insight on the financial markets, recommendations concerning investment decisions, and fiduciary oversight.
Welcome to our website! Please use the yellow
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Keith Hocter's book,
Setting the
Table, provides practical advice to investment decision-makers sponsoring
401(k) or other employee-directed plans. Available directly from the
publisher at
xlibris.com.
The week of September 14th posed tremendous
challenges for managers of low-risk investment portfolios, including
money market and stable value funds. All eyes focused on the former as
the Reserve Primary Fund “broke the buck”, but fewer people are aware of
the difficulties encountered by pooled stable value fund managers due to
the near-collapse of insurance giant AIG. In the latest issue of the
Market Recap newsletter,
we provide tips for plan fiduciaries to more effectively monitor these
important investment funds.
The IRS has released the adjusted retirement plan
limits for 2009. Click
here for a quick summary of key limits.
Bellwether's office have moved! Well, not far ...
click here for our new
address in Millburn.