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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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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