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February 6, 2023
SECURE 2.0: The Impact on Retirement Plans
Author: Paul A. Carl, CHSA, CPFA®, Vice President, Retirement Plan Consulting, HORAN Wealth…
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February 5, 2023
A Resilient Consumer
The impact of inflation on consumer pocketbooks varies, but inflated energy and food costs are a negative for consumer discretionary spending. Well publicized…
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January 22, 2023
New Buyback Tax May Impact Stock Returns
In August of last year Congress passed the so-called Inflation Reduction Act and included within the Act is a 1% excise tax on the fair market value of stock…
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January 14, 2023
Stock Market Triggering Bullish Technical Signals
Since October 13, 2022 the S&P 500 Index is up 11.80% on a price only basis. For the start of 2023 the S&P 500 Index is up 4.16% through January 13, 2023. The…
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January 13, 2023
Winter 2022 Investor Letter: Closing The Book on 2022
“A Bear of a Market” and “Nowhere to Hide.” These were a few of the headings from our Investor Letters last year, so along with most investors we are happy to…
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December 31, 2022
The Dow Stock Dogs Performed In 2022
With the market's close on Friday investors happily say goodbye to 2022. One area within equites that outperformed the broader market was stocks that had…
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December 27, 2022
Retirement Meditation #42: What are the most common retirement plan audit findings?
A manufacturer offering a generous safe harbor 401(k) match noticed that it was losing employee talent and candidates to the competition. A review of its total…
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December 27, 2022
Year-End Financial Checklist
There are certain actions you can take each year to help you stay on track to reach your financial goals and keep yourself financially fit overall. Consider…
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December 22, 2022
Equity Put/Call Ratio Above 2.0
A few weeks ago I wrote an article covering the elevated level of the CBOE Equity Put/Call ratio and the fact it was in uncharted territory. At the time of…
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