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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
HORAN Named Top Money Management Firm
The Cincinnati Business Courier named HORAN the 12th Largest Money Management Firm in Greater…
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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…
Why Primary Care Engagement is Crucial for Your Chronic Population Read More
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…
Investors Remain Bearish, Maybe A Positive For Equities Read More
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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June 24, 2022
Retirement Meditation #25: Should I borrow from my 401(k) Plan account?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #25: Should I borrow from my 401(k) Plan account? Read More
June 24, 2022
Investor Sentiment Remains Decidedly Bearish
Both individual and institutional investor sentiment is expressing bearishness on future equity returns. The AAII individual investor sentiment survey bull…
Investor Sentiment Remains Decidedly Bearish Read More
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