In a recent webinar, Pontera's Jake Walters is joined by Clearstead's David Rubis and FourStar Wealth Advisor's Brian Kasal to discuss how advisors can use mid-year reviews as an opportunity to restore client confidence in their retirement futures amidst market volatility and uncertainty like we've seen in the first half of 2025.
See what our panelists had to say about offering 401(k) management to retirement savers:
"[The value is to] just have a holistic view of their investments and tie it back to their financial plans. And as their goals change, as they age, and as life gives them life, we can make the appropriate changes."
— David Rubis, Senior Managing Director at Clearstead
"Now we really have the ability to take care of anything that's financial. It's not just one piece of their plan — it's the whole picture."
— Brian Kasal, Founder & CEO at FourStar Wealth Advisors
The views expressed in this presentation are the speaker’s own and not necessarily those of Clearstead Advisors, Fourstar Wealth Advisors, or anyone else. This presentation is for general information only and is not intended to provide investment, tax or legal advice or recommendations for any particular situation or type of retirement plan. Please consult with a financial, tax or legal advisor on your own particular circumstances.
