These rate hikes are an effort by the Fed to rein in inflation by making it more expensive to spend or finance purchases and more expensive for businesses to…
Retirement Meditation #38: Should my organization offer a non-qualified deferred compensation plan?
A 15-year not-for-profit Executive Director announced her intent to retire in six months, at the end of the organization’s November 30 fiscal year. The Board,…
Dogs Of The Dow: An Outperforming Strategy In 2022
With only two months left in the year, the 2022 Dogs of the Dow continue to maintain an impressive performance advantage over the Dow Jones and S&P 500 indices…
Retirement Meditation #37: What is a non-qualified deferred compensation plan?
Did you know that July 1st is considered “Bobby Bonilla Day?” Now, you may ask: “Who is Bobby Bonilla and why does he have a dedicated day?” Bobby Bonilla…
The current investing environment has been especially challenging due to the fact most investment vehicles have generated a negative return this year. The…
Employment data released today gives some indication the job market is weakening. The Challenger Layoff report for September shows job-cuts increased 46% month…
Retirement Meditation #36: How can I use my 401(k) plan to attract and retain talent?
"Jerry’s” personal mobile device rang around 10 p.m. one night. A former-colleague now working for a competitor called to let “Jerry” know that he would be the…
