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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5 Easy Ways to Improve your Health (with finances in mind)

January 2nd, 2020 | Brandon Sutcliffe

As the dust settles after the holidays, it is a natural time to think about what changes we can make in the new year to set a strong path to reaching...

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Improve Employee Savings Rates

December 6th, 2019 | Josh Frierdich

It is not a secret that most Americans do not have enough saved for retirement. This is a national crisis but it is also a challenge for employers who...

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End of Year Tax Considerations

November 25th, 2019 | James Battmer
Before the bells of midnight close out 2019, there are a few key considerations you may need to review to optimize your financial situation.
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Market All-Time Highs & Crashes: What Does It All Mean?

October 30th, 2019 | James Battmer
The U.S. Stock market just eclipsed an all-time record . Markets have recovered from spooky summertime blues on the back of several catalysts.
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Operations: We collaborate.

October 18th, 2019 | Ashley Barb

A small office makes for very broad and all encompassing job descriptions. This is especially true for the independent financial advisor whose offices...

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Quarterly Market Commentary: Ben vs. the Waves

October 2nd, 2019 | James Battmer

Continuing to trade on the name of one our Nation’s greatest founding Fathers, lets focus our attention briefly on Benjamin Franklin: the inventor of...

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DB Plans: Now is the time

September 24th, 2019 | David Hinderstein

The low level of interest rates present a big challenge for defined-benefit plans, now and into the future, but it's not too late for plan sponsors to...

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Operations: Using Technology to Scale your Firm

September 6th, 2019 | Ashley Barb

Independent financial advisor offices have huge opportunities to improve and streamline their operations using technology.

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