Second Quarter 2020 Market Report

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Famous Financial Quotes

King Solomon is considered by many to be the wisest and wealthiest person who ever lived. So who better to gain some financial wisdom from?

"The rich rule over the poor, and the borrower is a servant to the lender."

Too many people think they can buy now and pay later. We know that just isn't true. I've found that easy credit now makes it tough for people later. Usually a person pays more for the use of borrowed money than he or she gets in interest for saving or investing it. Debt is so important that it is one of the first things we look at when we meet with clients.

“Wealth gained hastily will dwindle, but whoever gathers little by little will increase it.”

This one really resonated with me because I see this just about every day in our practice. So many clients have worked extremely hard in their careers. They have amassed wealth little by little, and they accumulated wealth the right way – by building up their retirement nest egg. Unfortunately, once they get closer to retirement they aren’t sure how to turn that nest egg into long-term income that will last. That’s where we come in; we specialize in building a plan to allow that nest egg to last throughout their retirement.  

“Without counsel plans fail, but with many advisers they succeed."

Before you buy a house, purchase a car or invest in something you do not know much about, seek the counsel of experts in the field and those whom you trust. Getting sound financial advice can prevent you from making mistakes that might cost you later on. The Simon Group has been helping and guiding clients to better peace of mind since 1992. Our process is simple, cost effective and successful. We take pride in our exceptional client service because we love to help people in any way that we can. 

Hefren-Tillotson and The Simon Group share the passions to serve our clients. In addition, we do not just “advise” on investments, we do “life” with our clients. We set goals and work together to achieve them. It is because we are so fortunate to have loyal clients, and thankful for a company that stands behind us, that The Simon Group of Hefren-Tillotson today manages over $1 billion in assets. We thank you all for the opportunity to serve you.

If you would like to learn more about Hefren-Tillotson, or The Simon Group, please contact me online at krodgers@hefren.com or by calling 888-774-0990. I will enjoy speaking with you.

DISCLAIMER: Past performance does not predict future results. This report is based on data obtained from sources we believe to be reliable. Hefren-Tillotson does not, nor any other party, guarantee the accuracy or completeness of this report or make any warranties regarding results obtained from its usage. All opinions and estimates included in this report constitute the firms judgment as of the date of this report and are subject to change without notice. This report is for informational purposes only and is not intended as an offer or solicitation to buy or sell the securities herein mentioned.

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Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN® for individuals and businesses. The firm’s wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFS’s. Hefren-Tillotson offers corporate services including 401(k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, North Hills, and South Hills. MEMBER SIPC.