The dominant determinant of lifetime investment outcomes is not investment performance but investor behavior.

Edge 401k Funds President Tom Ruggie, has been named to Barron’s list of America’s Top 1,200 Advisors: 2016. This is the fourth time he has earned this distinction… read more >

Edge 401k Funds Attract National Media Attention
News about Edge 401k Funds and the financial wellness component built into its funds has been featured on more than 1200 major websites… read more >

In the U.S., 69% of parents surveyed can’t save for their children’s higher education because everyday living expenses have left no additional funds. Those parents might benefit from financial coaching.

When employees improve their financial well-being, their health improves, they’re more productive and more likely to stay with the company. This creates an opportunity for happier employees and a more profitable company.

“Money isn’t the most important thing in life, but it is reasonably close to oxygen on the ‘gotta have it scale’.” – Zig Ziglar

“The secret to getting ahead is getting started.” – Mark Twain

An estimated 15% of productivity is lost to employee financial stress – which leads to higher health care costs, turnover, and workers’ comp claims. Workers feel bad, companies feel the effects.