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November 27, 2022
Eyes On A Fed Pivot This Week
Last week the Fed released minutes from its most recent meeting and the minutes gave an indication the Fed was near pausing and/or slowing the pace of interest…
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November 24, 2022
Back To Normal
The pace of the Federal Reserve's interest rate increases has been the fastest on record. On a year over year basis the rate of change for the Fed Funds rate…
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November 21, 2022
Back to the Basics: Cost Savings and Cost Avoidance
You may have heard the ultimate promise of every insurance solution and provider – we need more…
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November 21, 2022
Retirement Meditation #41: How do I fix my top heavy retirement plan?
A law firm created a 401(k) profit sharing plan for its attorneys and staff. The firm, owned equally by four partners, included two associates, three…
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November 16, 2022
Retirement Meditation #40: What does it mean that my retirement plan is Top Heavy?
A successful HVAC company sponsored a 401(k) plan. They matched 50% the first 6% of an employee’s deferral contributions; thus, a 6% of compensation deferral…
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November 13, 2022
Housing Market Continues To Weaken
The Federal Reserve's aggressive push higher in the Fed Funds rate has resulted in mortgage interest rates following suit and rapidly moving higher as well…
Housing Market Continues To Weaken Read More
November 8, 2022
Retirement Meditation #39: When is a non-qualified deferred compensation plan not beneficial?
“Howard” succeeded his father to become the fifth-generation owner of the family’s funeral parlor. Now 60 and seeking to retire himself and with no children…
Retirement Meditation #39: When is a non-qualified deferred compensation plan not beneficial? Read More
November 6, 2022
Employment Data Nearing Recession Signal
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…
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October 31, 2022
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,…
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October 30, 2022
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…
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