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June 21, 2022
Might An Equity Market Bottom Be Near?
The current market environment is certainly one of the most difficult ones navigated by investors in recent years. Incorporating some of the technical…
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June 17, 2022
Retirement Meditation #24: How does disability insurance work into my retirement planning?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #24: How does disability insurance work into my retirement planning? Read More
June 10, 2022
Retirement Meditation #23: Who should I name as the beneficiary of my retirement plan account?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #23: Who should I name as the beneficiary of my retirement plan account? Read More
June 7, 2022
Companies May Become More Focused On Dividends As Bond Yields Rise
The increase in the 10-year US treasury yield has made bonds more competitive from an income standpoint versus the dividend yield of stocks in the S&P 500…
Companies May Become More Focused On Dividends As Bond Yields Rise Read More
June 2, 2022
Retirement Meditation #22: What if there is never an opportunity to retire?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #22: What if there is never an opportunity to retire? Read More
May 31, 2022
Retirement Meditation #21: Is there a difference between investment return and investor return?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #21: Is there a difference between investment return and investor return? Read More
May 20, 2022
Retirement Meditation #20: Are Solo 401(k) Plans required to file a Form 5500?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #20: Are Solo 401(k) Plans required to file a Form 5500? Read More
May 12, 2022
Retirement Meditation #19 – Is now the time to invest retirement assets into cryptocurrency?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #19 – Is now the time to invest retirement assets into cryptocurrency? Read More
May 10, 2022
Record Number Of Small Businesses Not Expecting Better Business Conditions
The National Federation of Independent Businesses reported no change in the Small Business Optimism Index for April, remaining at 93.2. However, small…
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May 6, 2022
Financial Market Update May 6 2022
After a tough April, the first four months of 2022 have not been rewarding for investors. As of the…
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May 5, 2022
Retirement Meditation #18 - When Should I Start Saving for Retirement?
This week I digress from the previous Retirement Meditation cadence. Why? My fourth (of five children) graduated from college last week. In watching the…
Retirement Meditation #18 - When Should I Start Saving for Retirement? Read More
May 3, 2022
How the Pandemic Has Impacted Mental Health
The COVID-19 pandemic created stressors in all areas of life including: loss of loved ones, income deficit as result of job reductions, childcare issues,…
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