HR Solutions, a leading provider of best-of-breed services in human resource administration and management, featured comments from Jonathan Leidy, Portico principal, regarding the value to employers of offering a 401(k) match.

Of course, offering a match is universally valued by employees, often times more than increased current compensation.  However, it can have additional benefits for employers beyond  simple employee attraction and retention, not the least of which is an increased level of retirement readiness among their employees.

To see Leidy’s full comments and to read the rest of the article follow this link:

http://bit.ly/1pSEKg7

  • Posted in News on November 12th, 2014

Fiduciary News, a website that provides essential information and commentary regarding ERISA fiduciary/401(k) issues, featured comments from Jonathan Leidy, Portico principal, in its recent article on fee disclosure.

With the 1-year anniversary of fee disclosure upon us, Leidy provided commentary regarding the success of the undertaking to date. Read the rest of this entry »

  • Posted in News on July 16th, 2013

Larkspur, CA, December 14th, 2012 – Jonathan Leidy, a principal with Portico Wealth Advisors, LLC has earned the prestigious Chartered Financial Analyst® (CFA®) designation.

Labeled the “gold standard” of professional credentials within the investment community by The Economist, the CFA charter is recognized around the world as the definitive designation for measuring the competence, integrity, and dedication of an investment professional.

Recipients of the CFA charter have successfully completed the CFA Program, a graduate-level, self-study curriculum and a series of three intensive examinations taken sequentially, which, in total, takes candidates an average of 3 ½ years to complete. Preparation for the three exams typically requires more than 900 combined hours of study. Read the rest of this entry »

  • Posted in News on December 14th, 2012

Portico Wealth Advisors principal Jonathan Leidy was recently published on fiduciary watchdog site, Fiduciary News. Fiduciary News is a website that provides essential information, blunt commentary, and practical examples for ERISA fiduciaries and 401(k) plan trustees.

The piece centers on 12-b1 fees in retirement plans. 12b-1 fees are marketing charges that are built into a mutual fund’s operating expense ratio (OER). Leidy’s article provides a brief history of 12b-1s as well as an exploration of the challenges and conflicts that can arise from using them.

Read the entire article by following this link:  401k Plan Sponsor Warning: DOL May Sacrifice Fee Purity for Fee Transparency

Read the rest of this entry »

  • Posted in News on March 27th, 2012

Following the declaration of Apple’s (AAPL) historic dividend on Monday, Portico principal, Jonathan Leidy, was interviewed by KTVU Channel 2’s Nicole Walker. Jonathan provided his opinion as to what the newly announced dividend might portend for AAPL shareholders, both now and in the future.

To view Jonathan’s appearance, follow this link:  http://www.ktvu.com/videos/news/palo-alto-apple-dividend-payout-signals-major/vGbj3/

Read the rest of this entry »

  • Posted in News on March 22nd, 2012

Founding Principal, Jonathan Leidy CFP®, recently authored an article for the Spring 2012 Issue of Marin Medicine. This publication is the quarterly circular of the Marin Medical Society and is read by approximately 2,000 physicians and other medical professionals.

The piece, entitled Retirement Remedies for Physicians, highlights the challenges that physicians face when attempting to save for retirement due to ERISA rules.  Through 2 fictional doctors, Dr. Salary and Dr. Freelance, Leidy compares and contrasts the opportunities that exist for physicians that work for a medical group/hospital foundation versus those who have ventured out into private practice.

Leidy’s article is located in the Practical Concerns section of the magazine’s print version (p25).

Or to read the article here in its entirety, follow this link:  http://ow.ly/9GiYL

 

 

  • Posted in News on March 15th, 2012

Larkspur, CA, July 15th, 2011—Portico Wealth Advisors, a boutique wealth advisory firm in Northern California, announced today that they have been approved to use Dimensional Fund Advisors (DFA) Mutual Funds.

DFA Funds are the pinnacle of low cost, tax-efficient investment vehicles. A byproduct of the seminal research conducted by professors Eugene Fama and Ken French, Dimensional Funds are dynamically engineered using a rigorous, academic approach.  Read the rest of this entry »

  • Posted in News on July 15th, 2011

Founding Principal, Jonathan Leidy, was recently featured in Marin Magazine. The issue represents the magazine’s first foray into the world of finance, having long shied away from the topic in favor of more lifestyle-oriented themes.

The piece is entitled Optimizing Your Financial Horizons and details several local advisors’ opinions on retirement, with a particular emphasis on the challenges/opportunities facing individuals in Marin. Leidy’s opinions on investing for retirement, risk management, and cash flow planning are included. There is also a callout section on renting versus buying, Reassessing the American Dream, to which Jonathan was the sole contributor.

You can find the article in the July issue of the magazine or online:  http://www.marinmagazine.com/Marin-Magazine/July-2011/Optimizing-Your-Financial-Horizons/ .

 

 

  • Posted in News on June 30th, 2011

Portico Wealth Advisors, a leading Bay Area retirement plan consultancy firm, offers sponsors a complimentary look at the true cost and quality of their retirement plans.

Larkspur, CA, June 23, 2011— Portico Wealth Advisors, LLC, a Registered Investment Advisor and retirement plan consultancy firm, has created a complimentary diagnostic to help retirement plan sponsors fulfill their fiduciary duty to their employees. Read the rest of this entry »

  • Posted in News on June 23rd, 2011

Larkspur, CA—November 1, 2010—Portico Wealth Advisors, one of the North Bay’s premier provider of innovative, comprehensive wealth management solutions for individuals and retirement plan sponsors, launched its new website today. Read the rest of this entry »

  • Posted in News on November 1st, 2010