Commentary on Financial Markets and The Way Forward

April 7th, 2020 | James Battmer

We are all in this together, uniformly, collaboratively fighting a common enemy. Here is a brief review of what has happened so far, what will happen...

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Understanding the Coronavirus-Related Distribution (CRD)

April 2nd, 2020 | Conor Weir

The CARES Act, which was recently passed into law includes changes for retirement plans including a new hardship category - the Coronavirus-Related...

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Helping Your Employees with Investment Related Questions

March 26th, 2020 | Vincent Morris

Understandably, the volatility of the last few weeks feels uncomfortable. This type of unpredictability is not something that we have experienced in...

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Individual Financial Planning Opportunities

March 23rd, 2020 | Tristan Talley

The basis of financial and wealth management planning is preparing for future opportunities as well as for the unexpected. Based on each person’s...

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COVID-19 & CARES Act FAQ - Updated 3/27/20, 5:00pm

March 20th, 2020 | Jason Chepenik

We have compiled a list of Frequently Asked Questions regarding retirement plans in light of our national response to COVID-19 and CARES Act. We will...

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Insights on Investment Strategy During the Coronavirus Pandemic

March 18th, 2020 | James Battmer

As investment professionals, we must maintain an external perspective outside of the panic and the headlines, one that centers back to making sure that...

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Coronavirus Causes Gripping Headlines

February 26th, 2020 | James Battmer

Markets have dropped recently – although we are still within approximately 5% of all-time highs – as headlines shriek out notes of virus proliferation...

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America Saves Week: 5 Ways to Start Saving

February 24th, 2020 | Brandon Cutler

The key to saving for retirement is to start early and stay committed. Making the choice to pay yourself first is a decision that can have a big impact...

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SECURE Act: Goodbye stretch - Hello tax bill

January 20th, 2020 | Josh Yost

On December 18th, the United States government passed the SECURE (Setting Every Community Up for Retirement Enhancement) Act which is part of the year...

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Quarterly Market Commentary: A New Decade

January 6th, 2020 | James Battmer

A new decade has dawned and we mean that literally.  Welcome to the roaring 20’s.  Are roars actually a good thing or a bad thing?  Do bulls roar along...

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