Mar 18, 20242 min read
Does Safe Harbor Make Sense for You?
When considering the plan design for your retirement plan, there are a multitude of important decisions to make. One of the decisions may...
Feb 28, 20241 min read
Register for FCM Fiduciary Training Module 1!
We are excited to announce the scheduling of our first of three fiduciary training webinars for any and all plan sponsors to join. Recent...
Feb 20, 20241 min read
Securing Your Retirement with FCM & BlackRock
On February 20th, in partnership with BlackRock, Forest Capital Management hosted a webinar for all plan participants highlighting the...
Jan 28, 20245 min read
Q4 2023 Plan Sponsor Newsletter
Quarterly Market Performance Commentary Q4 2023 closed out an exceptional year for equity investors with the S&P 500 returning an annual...
Jan 28, 20242 min read
Top 401(k) Roth Considerations
When it comes to planning for your golden years, not all savings accounts are created equal. There is a powerful retirement tool that may...
Jan 28, 20241 min read
Travis Johnson Promoted to Senior Client Advisor
Monday, January 1st, 2024 We are thrilled to announce the promotion of Travis Johnson to Senior Client Advisor effective January 1st,...
Nov 7, 20234 min read
Q3 2023 Plan Sponsor Newsletter
Quarterly Market Performance Commentary The third quarter of 2023 saw a slow down from the market rally that we experienced in the first...
Jul 25, 20235 min read
Q2 2023 Plan Sponsor Newsletter
Quarterly Market Performance Commentary Despite months of a widespread prediction for a recession throughout 2022 and into 2023, markets...
Jul 21, 20231 min read
Scott Danes Promoted to Vice President
Monday, July 3rd 2023 Let us be the first to congratulate Scott Danes on his recent promotion Vice President at Forest Capital Management...
May 8, 20231 min read
Brian Jessen Promoted to President of Forest Capital Management
Monday, May 8th 2023 It is with great excitement that we announce the promotion of Brian Jessen to the role of President of Forest...
Mar 29, 20231 min read
Retirement Plan Fiduciary Training and Recent Noteworthy Trends
On March 28th, in partnership with our ERISA counsel at Neal Gerber Eisenberg, Forest Capital Management hosted an open webinar offering...
Mar 15, 20231 min read
New Member Spotlight: Welcome Kyle Gardner!
We keep growing! Welcome to our newest Texan, Kyle Gardner. Bio: Kyle is our newest employee and will serve as an Investment Analyst. He...
Feb 20, 20236 min read
Q4 2022 Plan Sponsor Newsletter
Quarterly Market Performance Commentary The fourth quarter of 2022 completed a tumultuous financial year with moderately better results...
Feb 17, 20231 min read
New Member Spotlight: Welcome Harry Hughes!
Bio: “Harry is our newest employee and serves as a Financial Specialist. He supports Forest Capital Management’s Client Advisors in...
Dec 1, 202211 min read
Q3 2022 Plan Sponsor Newsletter
Quarterly Market Performance Commentary [/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middl...
Sep 7, 20221 min read
New Member Spotlight: Welcome Travis Johnson!
It is with great excitement that we welcome our newest team member, Travis Johnson, who will be joining our client services team as a...
Aug 8, 20228 min read
Q2 2022 Plan Sponsor Newsletter
Quarterly Market Performance Commentary Navigating the markets in 2022 has proven to be a challenge as a combination of factors has both...
Apr 26, 20221 min read
Impact of Inflation on DC Participants
On April 19th, in partnership with StateStreet Global Advisors, Forest Capital Management hosted a webinar on the impact of inflation on...
Apr 26, 20228 min read
Q1 2022 Plan Sponsor Newsletter
Quarterly Market Performance Commentary In stark contrast to the record-setting market performance observed at the end of 2021, 2022 is...
Feb 7, 20227 min read
Q4 2021 Plan Sponsor Newsletter
Quarterly Market Performance Commentary The U.S. stock market ended 2021 reaching record-high valuations despite the surge in COVID-19...