Insights

Search & Filter

August 31, 2022
Rachele Wolf Named a NAPA Top Women Advisors 2022 Finalist
For the second straight year, Rachele Wolf, CPFA and Vice President, Relationship Manager, has been…
Rachele Wolf Named a NAPA Top Women Advisors 2022 Finalist Read More
August 29, 2022
Market Turns Lower On Fed Comments
On Friday the markets digested comments from Federal Reserve chairman, Jerome Powell that came from the Jackson Hole economic symposium. Based on his comments,…
Market Turns Lower On Fed Comments Read More
August 23, 2022
Retirement Meditation #32: What should I do if some of our retirement plan’s investment options have negative returns?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #32: What should I do if some of our retirement plan’s investment options have negative returns? Read More
August 19, 2022
Michael Hermes, Social Security Advisor of the Year
The National Social Security Advisor Program named Michael L. Hermes, CFP, CFA, Vice President,…
Michael Hermes, Social Security Advisor of the Year Read More
August 14, 2022
Favorable Equity Market Technicals
For some equity market strategists, their primary focus in evaluating the market's future direction is the price action of the market itself as well as the…
Favorable Equity Market Technicals Read More
August 9, 2022
Retirement Meditation #31: Should retirement plan sponsors adjust their investment mix because of the economy?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #31: Should retirement plan sponsors adjust their investment mix because of the economy? Read More
August 8, 2022
Recession or Not
Undoubtedly the current investing environment for investors is as tough a one as there has been for some time. Compounding interpretation of the data now is…
Recession or Not Read More
August 1, 2022
Retirement Meditation #30: How do the service providers to my retirement plan get paid? (part II)
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #30: How do the service providers to my retirement plan get paid? (part II) Read More
July 29, 2022
HORAN Receives Bronze-Certification In Workplace Equity
HORAN is officially a bronze-certified leader in workplace equity through Ellequate (formerly known…
HORAN Receives Bronze-Certification In Workplace Equity Read More
July 28, 2022
HORAN Named A Finalist For The 2022 Best Places To Work Award
HORAN was named a finalist for the 2022 Best Places To Work Award by the Cincinnati Business…
HORAN Named A Finalist For The 2022 Best Places To Work Award Read More
July 27, 2022
Retirement Meditation #29: How do the service providers to my retirement plan get paid?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #29: How do the service providers to my retirement plan get paid? Read More
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…
The Bulls Regain Some Footing Read More