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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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December 11, 2022
An Economy That Is Quickly Slowing
Eyes are on the Fed again this week as the FOMC will announce their interest rate decision on Wednesday. Last month the Fed gave indications the magnitude of…
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December 9, 2022
Equity Put/Call Ratio In Uncharted Territory
Recent levels for the equity put/call ratio suggest investors are exhibiting extreme equity market bearishness. A cluster of readings above 1.0 have occurred…
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November 29, 2022
Planning to Retire? Tips for a Smooth Transition
Author: Michael L. Hermes, CFA, CFP, Vice President, Wealth Advisor, HORAN Wealth Management …
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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…
Back To Normal Read More
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…
Back to the Basics: Cost Savings and Cost Avoidance Read More
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…
Retirement Meditation #41: How do I fix my top heavy retirement plan? Read More