You're a part of a stellar employee community at Salem Health Hospitals & Clinics in Oregon. With a generous package made available to (benefits-eligible) employees, we're here to help you make the most of it.
Fidelity Retirement Benefits Support Line:
Since Salem Health allows for a SDBA, this lesser-known option may be a fantastic way for you to gain access to investments not offered by your core retirement plan.
SDBA holders may be able to diversify their portfolios further, with the flexibility of additional options, portfolio rebalancing, and weekly market updates1.
Mathematical trend analysis approach designed to help fund managers and investors determine when it may be appropriate to participate in the market.
A diversified portfolio does not assure a profit or protect against loss in a declining market. Rebalancing may be a taxable event. Before you take any specific action be sure to consult with your tax professional.
View your current plan options, whether Target Date or Core Funds.2
Looking for data-driven recommendations on employer plan allocations?
Chat with an experienced financial professional about your options.
Access your employee portal to view your account.2
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1 Features may vary depending upon SDBA portfolio manager/authorized third-party broker. Portfolio rebalancing and weekly market updates are a part of the Howard Capital Management SBDBA models. Directions Wealth Management has no affiliation with Howard Capital Management, a Registered Investment Adviser. Unless stated specifically otherwise, this is not a recommendation, offer or solicitation to buy or sell and any prices or quotations contained herein are indicative only. All investments are subject to risks similar to those of stocks. Investment returns will fluctuate and are subject to market volatility, so that an investor’s shares when redeemed may be worth more or less than their original costs. There are unique potential risks associated with the specific asset classes that a Mutual Fund or ETF represents. You should carefully consider the risk, charges, and expenses of an ETF prior to investing. There can be no guarantee that the HCM-BuyLine® indicator will perform as anticipated. Stoploss protection will not necessarily limit your losses to the desired amounts due to the limitations of the HCM-BuyLine®, market conditions, and delays in executing orders. It is not an actual stoploss order that automatically sells securities in the portfolio at a certain price. There can be no guarantee that the HCM-BuyLine® indicator will perform as anticipated. Stoploss protection will not necessarily limit your losses to the desired amounts due to the limitations of the HCM-BuyLine®, market conditions, and delays in executing orders. It is not an actual stoploss order that automatically sells securities in the portfolio at a certain price. The HCM Optimized Trend Indicator (“OTI”) also known as the HCM-Buyline® Illustrator is a tool developed by Howard Capital Management, Inc. All Howard Capital Management, Inc. logos, copyrights, and trademarks are to be credited to the original entity owner and have no affiliation with Cetera Advisors LLC.
2 By leaving this site, you understand you are being routed to a third-party provider. Fidelity Investments is an independent company unaffiliated with your investment advisor. There is no form of partnership or legal affiliation between Fidelity Investments and Directions Wealth Management or Cetera Advisors LLC, a broker/dealer and a Registered Investment Adviser, nor is such a relationship created of implied by the information herein. Fidelity Institutional® provide clearing, custody, or other brokerage services through National Financial Services, LLC or Fidelity Brokerage Services, LLC, Members NYSE, SIPC. 1031530.1.0.