Wealth Management Insights & Trends

April 16, 2025

The Social Security Fairness Act

The Social Security Fairness Act – Receiving a higher benefit due to the elimination of Windfall…

April 14, 2025

Spring 2025 Investor Letter: Tariffs and Trade

The end of the first quarter on March 31st seems like a distant past given the tariff and trade news during the first part of April. The S&P 500 Index peaked…

April 14, 2025

Fostering Connection, Unity, and A Legacy of Generational Wealth

A Conversation with Susan SchoenfeldIn Private Wealth Management at HORAN Wealth, we know that…

April 14, 2025

Markets in a Minute - Liberated

Weeks Ending April 4th and April 11th

April 10, 2025

Retirement Meditation #46: Am I a Retirement Plan Fiduciary?

A retirement plan sponsor’s Payroll Clerk went on vacation. The company controller instructed the…

April 9, 2025

Zac Martin Passes CFA Level 1 Exam

Congratulations to Zac Martin on passing the CFA level 1 exam!Zac is an Investment Associate at…

April 7, 2025

3 Keys to Raising Families in an Atmosphere of Wealth

By Susan R. Schoenfeld, JD, L.L.M., CPA, MBAAs originally published in Talking Trends online…

April 4, 2025

Uncertainty and Surprise

The S&P 500 Index began the week by moving higher in the first three trading days. The positive return was rapidly reversed Thursday and Friday after President…

March 31, 2025

Markets in a Minute - Cored & Weaved

Week Ending March 28th

March 31, 2025

Concentration Risk in an Investment Portfolio

Much has been written about the Magnificent 7 stocks (Apple, Microsoft, Nvidia, Meta, Alphabet …

March 31, 2025

April Bridge Series

Join us on Thursday, April 3 for an engaging discussion on how artificial intelligence is shaping…

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