At our 2023 Global Strategy Conference, we surveyed ~400 portfolio managers (PM) on their opinion of the best performing asset class in the year ahead. Relative to 2022, PM confidence in fixed income has risen the most, particularly for corporate bonds. Higher yields, more attractive coupons, and our expectation for less interest rate volatility may continue to support portfolio asset rotations back into bonds in 2023.
"Do you ever just want to call a doctor (and even get an Rx, if medically necessary) when you or a family member are sick? We can help you with freshbenies! With freshbenies, we can help you cut healthcare costs and confusion for your family in one easy membership!
Meet Our Newest Team Member:
It has been a great joy and privilege to work alongside my colleagues at McKnight Advisory Group. My colleagues provide a standard of excellence and have welcomed me in as one of the family! Working alongside Hillary Broome (aka "Mr. Medicare") since joining their Medicare team just prior to the 2022 Annual Enrollment Period, has provided a wealth of education and expertise necessary to assist our clients in the navigating through the Medicare process
Planning financially for retirement and for sound investing may feel overwhelming. For some, that feeling is what keeps them from really focusing on and implementing a plan. McKnight follows a proactive proven process to help you reach your greatest potential for success.
We believe that insurance plays a foundational role in protecting savings and your family in the case of a chronic illness or unexpected medical event. McKnight offers advisory services and insurance products to guide you through the Medicare process and assist you with life’s unexpected events.
Our goal is to provide a unique set of services catered specifically to you and your company’s needs. That is why we created the Benefits Valet. ™ A Service Matrix completely dedicated to providing you with services that allow you to focus on what is most important – growing the business.
McKnight provides valuable support to employers who offer retirement plans to their employees. Retirement plan members receive a unique menu of services including risk tolerance analysis, asset allocation, and annual financial planning.
No one really wants to think about life insurance. But if someone depends on you financially, it is a topic you really shouldn’t avoid. Getting insurance doesn’t have to be hard (or boring). Let the McKnight Advisory Group Advisors answer your questions and help you make informed decision for protecting your loved ones financially.
One in four workers will become disabled before retirement age. Most disabilities are caused by sickness, not injuries in the workplace. Attorneys, computer software professionals, doctors, and other high earners have made their education and career a top priority in their lives.
A lot can change in your life after you buy a life insurance policy, and those changes can have a significant impact on your policy. A policy review helps keep your financial strategy intact.
McKnight's Core Values
Our Proven Process
Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This ebook has the tools you need to get started developing your Social Security strategy.
This provides notice of the privacy practices and policies of McKnight Advisory Group, Inc. We will not rent, lease, or sell your information to anyone. These protections have been adopted to ensure that the information that we obtain and maintain for our clients and customers, which may also include information about the employees, dependents, former employees and dependents, and other eligible participants on a group health plan for which we are providing services (“Protected Parties”), is protected in accordance with relevant state and federal rules. The Notice outlines our practices, policies, and legal duties to maintain and protect against prohibited disclosure of personally-identifiable financial information (as required by the federal Gramm-Leach-Bliley Financial Modernization Act (“GLB Act”), and the various state laws implementing those requirements), Protected Health Information of those Protected Parties (under the privacy regulations mandated by the Health Insurance Portability and Accountability Act and further expanded by the Health Information Technology for Economic and Clinical Health Act provisions in Title XIII of the American Recovery and Reinvestment Act (“HITECH”) and the regulations related to these laws and mandates), and the protection of personally-identifiable information under 45 CFR § 155.260 (collectively referred herein as “Privacy Rules”).
THIS NOTICE DESCRIBES HOW MEDICAL INFORMATION ABOUT A PROTECTED PARTY MAY BE USED AND DISCLOSED AND HOW YOU CAN GET ACCESS TO THIS INFORMATION. PLEASE REVIEW IT CAREFULLY.
THE PROTECTION OF THE PRIVACY OF THE INFORMATION WE MAINTAIN IS IMPORTANT TO US.
DISCLAIMER: “We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. For accommodations of persons with special needs at meetings call <615-895-8574>”