Insights

Search & Filter

May 31, 2022
Retirement Meditation #21: Is there a difference between investment return and investor return?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #21: Is there a difference between investment return and investor return? Read More
May 20, 2022
Retirement Meditation #20: Are Solo 401(k) Plans required to file a Form 5500?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #20: Are Solo 401(k) Plans required to file a Form 5500? Read More
May 12, 2022
Retirement Meditation #19 – Is now the time to invest retirement assets into cryptocurrency?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #19 – Is now the time to invest retirement assets into cryptocurrency? Read More
April 10, 2022
Spring 2022 Investor Letter: We Have Liftoff
The worst kept secret in the first quarter was the Federal Reserve embarking on a tighter monetary policy. The Fed increased the Fed Funds rate by 0.25% or 25…
Spring 2022 Investor Letter: We Have Liftoff Read More
January 24, 2022
David Templeton Featured in Cincinnati Business Courier’s 2022 Economic Outlook Summit
On Jan 11, the Cincinnati Business Courier, along with Heritage Bank, Blue & Co., and HORAN…
David Templeton Featured in Cincinnati Business Courier’s 2022 Economic Outlook Summit Read More
January 20, 2022
Winter 2021 Investor Letter
The U.S. large cap equity market, as measured by the S&P 500 Index, showed its resilience in the fourth quarter by returning 11.0%. This marked the seventh…
Winter 2021 Investor Letter Read More
November 19, 2021
Legislative Update: Build Back Better
On Nov. 3, 2021, following the Oct. 28, 2021, release of the negotiated Build Back Better plan, the…
Legislative Update: Build Back Better Read More
November 5, 2021
Tax Reform: New Legislative Language Released
Tax reform in 2021 continues to be a wild ride. Additional language was released on November 3. According to Finseca, the 2135-page legislation makes several…
Tax Reform: New Legislative Language Released Read More
October 31, 2021
Dow Dogs Lagging Broader Market Since First Quarter
The Dogs of the Dow investment strategy jumped out to a fast start during the first quarter, outperforming both the S&P 500 Index and the Dow Jones Industrial…
Dow Dogs Lagging Broader Market Since First Quarter Read More