top of page
Search

2024 Q4 Newsletter

Dec 19, 2024
1 min read

Updated: Aug 12

This article describes considerations relevant to your retirement strategy. It explains how account selection, cost-of-living pressures and planning for actual expenses relate to one another, and how each may affect flexibility, risk and financial security over time.




 
 

Recent Posts

See All
2026 Q3 Newsletter

This piece explains how to navigate market volatility by putting short-term swings in historical perspective and focusing on the decisions you have more control over.

 
 
2026 Q2 Newsletter

This piece explains how to build an effective retirement income strategy by shifting focus from accumulating savings to turning those savings into a reliable, long-term paycheck.

 
 
2026 Q1 Newsletter

This piece explains how your workplace retirement plan works and the choices it leaves to you. Contributing consistently is one of those choices; how your contributions are made and how you use the pl

 
 

Kathmere Capital Management

993 Old Eagle School Road, Ste 405

Wayne, PA 19087

​

610.989.3900

participantservices@kathmere.com

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. 

​

This website does not provide or replace required ERISA plan disclosures, including but not limited to the Summary Plan Description (SPD), Summary of Material Modifications (SMM), Summary Annual Report (SAR), participant fee disclosures, or the official plan document.

 

Required plan documents are provided separately by your employer or plan administrator. Participants should refer to their official plan communications or contact their plan administrator directly to request copies of plan documents or for information regarding plan terms, investments, and fees.

​

Access to an advisor does not obligate you to engage advisory services and does not, by itself, create an investment advisory or fiduciary relationship. Any advisory relationship will be governed by a separate written agreement and applicable disclosures.

​

The Forms ADV and CRS (Click to download) contain important information regarding Kathmere Capital. Part I and Part 2 of Form ADV and Form CRS are available on a site maintained by the United States Securities and Exchange Commission. The information set forth in both the Form ADV and Form CRS have not been approved or verified by any governmental authority. Click here to view the latest filings.

​

Important Disclosures

bottom of page