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August 8, 2022
Recession or Not
Undoubtedly the current investing environment for investors is as tough a one as there has been for some time. Compounding interpretation of the data now is…
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August 1, 2022
Retirement Meditation #30: How do the service providers to my retirement plan get paid? (part II)
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #30: How do the service providers to my retirement plan get paid? (part II) Read More
July 27, 2022
Retirement Meditation #29: How do the service providers to my retirement plan get paid?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #29: How do the service providers to my retirement plan get paid? Read More
July 24, 2022
The Bulls Regain Some Footing
The S&P 500 Index closed out the week ending July 22 with a gain of 2.57%. Since mid-June the weekly return for the market has alternated between a positive…
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July 22, 2022
Why Primary Care Engagement is Crucial for Your Chronic Population
Understanding the level of primary care engagement from your general population, and more…
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July 18, 2022
Retirement Meditation #28: Who are the service providers to my retirement plan (and what do they do)?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #28: Who are the service providers to my retirement plan (and what do they do)? Read More
July 12, 2022
Summer 2022 Investor Letter: A Bear Of A Market
The first half of 2022 has been a series of near records for both the economy and the investment markets. Inflation is at a level last seen in 1982, the S&P…
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July 12, 2022
Small Businesses In A Sour Mood
The NFIB Small Business Optimism Index has fallen a near record thirteen points from a year ago. The June Index level was reported at 89.5 and the NFIB report…
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July 11, 2022
Investors Remain Bearish, Maybe A Positive For Equities
Both individual and institutional investors continue to express a low level of bullishness, levels generally associated with equity market bottoms. There does…
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July 7, 2022
Retirement Meditation #27: Are retirement plan distributions for hardship a good idea?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #27: Are retirement plan distributions for hardship a good idea? Read More
June 30, 2022
Retirement Meditation #26: Should I take an in-service withdrawal from my retirement plan?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #26: Should I take an in-service withdrawal from my retirement plan? Read More
June 24, 2022
Maybe The Beginning Of An Equity Market Recovery
The S&P 500 Index closed up 6.33% for the week ending June 24, 2022. For investors this feels like an enormous win after the market was down -10.93% in the…
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