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June 24, 2023
Narrow Market Participation May Be Broadening Out
A characteristic of the market advance this year is the fact a small number of stocks are contributing to the advance. Further, the stocks contributing the…
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June 12, 2023
Retirement Meditation #45: Do you know how many compliance tests are required annually for your retirement plan?
A plan sponsor offered a safe harbor 401(k) plan using the basic match formula and wanted to redefine compensation to exclude commissions for deferral and safe…
Retirement Meditation #45: Do you know how many compliance tests are required annually for your retirement plan? Read More
June 5, 2023
HUB International Acquires HORAN's Employee Benefits Division
HORAN's Employee Benefits Division has been acquired by HUB International, a leading full-service…
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June 4, 2023
Dividend Payers Lagging Broader Market Badly
My blog post yesterday highlighted the narrowness of the market advance this year, i.e., a handful of stocks generating most of the return. One area of the…
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June 3, 2023
A Small Number of Stocks Contributing to the Market's Advance
From time to time I note the economy is not the market and vice versa. Being aware of this difference has proven important this year as the S&P 500 Index is up…
A Small Number of Stocks Contributing to the Market's Advance Read More
June 1, 2023
Retirement Meditation #44: Has my company outgrown its SIMPLE retirement program?
Pre-COVID, a small business investigated a move from their SIMPLE IRA to a more traditional 401(k) plan. The growing organization was approaching and looking…
Retirement Meditation #44: Has my company outgrown its SIMPLE retirement program? Read More
May 14, 2023
Potential Significance of Growth Stocks Outperforming Value Stocks
I have written about the performance differences between growth stocks versus value stocks depending on the business cycle. As the economy begins to accelerate…
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May 9, 2023
CPI Release Is On The Clock
As NFL teams rotated into their position to make a draft selection in the recently completed NFL draft, they were placed "on the clock" in terms of having a…
CPI Release Is On The Clock Read More
May 9, 2023
2023 Print Excellence Awards
The Graphic Media Alliance awarded ThinkPatented, one of HORAN's printing partners, with the 2023…
2023 Print Excellence Awards Read More
May 6, 2023
As Stocks Outperform Equity Fund Flows Are Negative
Although 2022 was not a good year for most investment asset classes a recovery in equities actually began early in the fourth quarter of the year. The S&P 500…
As Stocks Outperform Equity Fund Flows Are Negative Read More
April 23, 2023
Will International Equities Recent Outperformance to U.S. Equities Continue?
Over the past 15 years international developed market equities as measured by the MSCI EAFE Index have outperformed the S&P 500 Index in only four years and…
Will International Equities Recent Outperformance to U.S. Equities Continue? Read More