The Fed’s Decision on Rates & The Impact

  • March 23rd, 2021
  • Blog

Published March 23, 2021 – On March 17, the Fed met to discuss their position on interest rates. They have decided to keep rates near zero through 2023, maintaining their goal to get to pre-pandemic unemployment rates while allowing for the economy to grow1. The Fed aims to stimulate the economy back to pre-pandemic levels. The…

A Disciplined Approach to Investing is No Gamble

  • February 23rd, 2021
  • Blog

Published February 24, 2021 – A recent flurry of return spikes for a handful of US stocks has captivated investors and non-investors alike. In light of recent events, Wall Street news trending on social media amid extreme weather, sports, and COVID is indeed an unusual event. The past month filled was filled with trading frenzies, speculation,…

Unexpected Retirement Plan Problems Due to COVID-19

  • November 17th, 2020
  • Blog

November 17, 2020 -One aspect of the current pandemic and subsequent business layoffs and furloughs that is not being talked about very much is the impact to corporate retirement plans in regards to the impact that those layoffs could have on a plan’s non-discrimination testing for the plan year 2020.  Although almost a year away,…

Webinar: Election 2020 and your Portfolio 10.28.20

  • October 12th, 2020
  • Blog

You don’t have to spend too much time scanning headlines to know that everyone has an opinion on what the outcome of the impending election will mean for the financial markets and the global economy going forward. But how do you separate fact from noise? Just days before the election, join us for an evening…

Retirement Plan Contributions and the PPP – Some Clarification

  • October 2nd, 2020
  • Blog

October 2, 2020 – Section 1102 of the Coronavirus Aid, Relief, and Economic Security (CARES) Act of 2020 created the Paycheck Protection Program (PPP) to help small businesses affected by the COVID-19 crisis by covering their near-term operating expenses and providing incentives to retain employees. PPP loans will be fully forgiven when used for certain…

The Election and the Market

  • August 27th, 2020
  • Blog

Published August 27, 2020 – On November 3rd, millions of Americans will cast their vote for the next President of the United States. Although the outcome of the election is uncertain, one thing we can count on is that plenty of opinions and prognostications will be floated in the months leading up to Election Day….

The Future of ESG Investments in Retirement Plans

  • August 18th, 2020
  • Blog

August 18, 2020 – One of the most popular investment trends over the last few years has been the emergence of ESG or Environmental, Social and Governance investment funds. Like most investment mutual funds, these funds are a collection of various equity securities of different companies, packaged together and sold to investors. What makes these…

VIDEO: Watch The Benefits of Choosing the Right Advisor

  • August 10th, 2020
  • Blog

August 10, 2020 – While not everyone is a world class athlete, we can all take notes on their habits. Much like athletes rely on the structured and diligent approach provided by their trainers, we can benefit by disciplined approaches to our own set of objectives. One can look at a financial advisor the same way…

Updated: Relief for Retirement Account Owners

  • July 14th, 2020
  • Blog

Published July 14, 2020.   On March 27, 2020, the Coronavirus Aid, Relief and Economic Security (CARES) Act was signed into law. Since then, the U.S. Treasury Department has issued guidance to clarify and, in some cases, expand the provisions of the CARES Act dealing with retirement accounts and the relief offered to retirement account…

The Value of Working With an Investment Advisor

  • June 23rd, 2020
  • Blog

Published June 23, 2020 – The rise of the “retail trader” has caused many to reconsider their need for a financial advisor. We strongly believe advisors play the central role in objectively helping clients achieve their long-term financial and investment goals. While each investor has different investment goals, a financial advisor can assist in planning for…

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