Quartz Insights

The Quartz Partners Blog, where you'll find insights, updates, helpful links, and Quartz Partners' media coverage.

November 12, 2019

Quartz Partners Managing Partner, Kyle Webber provided his thoughts on what keeps retirement plan sponsors up at night. Click here to read: "The 5 Biggest Worries of 401k Plan Sponsors and What To Do About Them"

October 29, 2019

Quartz Partners Chief Investment Officer, Joseph Arena, provided his thoughts on the expected Federal Reserve rate cut on Wednesday. Click Here to Read: Markets Are Betting That Good Things Come in Threes—Especially Rate Cuts

October 28, 2019

Quartz Partners, Kyle Webber, wrote an editorial piece in the Albany Business Review on what makes a good 401(k) plan. Click Here to Read: Does your company's 401(k) plan make the grade?

September 30, 2019

As of 9/30/19 less than 6 advisors in New York state have earned the coveted CEFEX certification, an ISO 19011 audit process certifying fiduciary excellence. Click here to read more.

September 28, 2019

Albany Business Review Leadership Trust is an Invitation-Only Community for Top Business Decision Makers in the Capital Region. Click Here to Read More.

July 24, 2019

Learn how the choice between a 401k plan hiring a 3(21) investment advisor vs. a 3(38) investment manager can have a significant impact on the plan sponsors liability.

Click here to the read the Q&A

April 12, 2019

In 2018 the Department of increased the fines they levied by over 40% from the previous year for compliance breaches in employer sponsored retirement plans. From a liability standpoint, employers have a “fiduciary” obligation to make sure that their retirement plan fees are “fair and reasonable”. 

Ask the Experts: The 411 on 401ks

March 15, 2019

Click below to view our latest "Ask the Experts" piece on whether to choose a Money Market fund or a Stable Value fund as the cash option for your 401(k) or other employer sponsored retirement plan.

Ask the Experts: The 411 on 401ks

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This material contains the opinions of the manager and such opinions are subject to change without notice. This material is for informational and educational purposes only as of the date of writing and may change at any time based on market or other conditions. The material is not intended to be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities and should not be considered specific legal, investment or tax advice. The information provided does not take into account the specific objectives, financial situation, or particular needs of any specific person. All investments carry a certain degree of risk and there is no assurance that an investment will provide positive performance over any period of time.

 

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Information contained on third party websites that Quartz Partners Investment Management (“Quartz Partners”) may link to is not reviewed in its entirety for accuracy and Quartz Partners assumes no liability for the information contained on these websites.

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Past Performance is not a guarantee of future results. There is no guarantee that the Strategies' objectives will be met. Please see Disclosures for important information regarding strategies and benchmarks. Additional disclosures and regulatory information about Quartz Partners, LLC is available on the Security and Exchange Commission's (SEC) website at www.adviserinfo.sec.gov by either searching by our firm name or unique identifying CRD #174327. Quartz Partners, LLC's use of the term “registered investment adviser” or being “registered” with the SEC, any state securities authority or self regulatory organization does not imply a certain level of skill or training. Visit Investor.gov, an online resource from the SEC, to learn about detecting fraud and researching financial advisers before investing. 

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