Videos
2nd Quarter 2021 Economic and Financial Markets Summary

The second quarter of 2021 ended with stocks trading at […]

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1st Quarter 2021 Economic and Financial Markets Summary

The most common question we have received from clients over […]

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4th Quarter 2020 Economic and Financial Markets Summary

Year 2020 will clearly be a year to remember and […]

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3rd Quarter 2020 Economic and Financial Markets Summary

There is no shortage of headlines right now, with COVID-19, […]

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Powers of Attorney for Children

Did you know that once children reach age 18, their […]

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401(k) Loan Costs and Considerations

Do you currently have a 401(k) loan? Are you considering […]

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2nd Quarter 2020 Economic and Financial Markets Summary
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1st Quarter 2020 Economic and Financial Markets Summary

In our January video, we indicated “this is certainly not […]

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4th Quarter 2019 Economic and Financial Markets Summary

At this time last year investors were licking their wounds […]

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3rd Quarter 2019 Economic and Financial Markets Summary

If it seems like headlines are dominating the financial news […]

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2nd Quarter 2019 Economic and Financial Markets Summary

Charles Dickens famously wrote, “It was the best of times, […]

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1st Quarter 2019 Economic & Financial Markets Summary

As 2019 began, investors were still reeling from the year-end […]

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Credit Freezes

In September of 2018, a new Federal law made credit […]

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4th Quarter 2018 Economic & Financial Markets Summary

How did markets close-out 2018? Are we in the beginning […]

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3rd Quarter 2018 Economic & Financial Markets Summary

The earnings driven bull market continues to grind higher with […]

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2nd Quarter 2018 Economic & Financial Markets Summary

The trade war between the U.S. and China is heating […]

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1st Quarter 2017 Economic & Financial Markets Summary

Why has volatility returned to the markets after a 2+ […]

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Selecting a Safe Harbor 401(k) Plan

Does your retirement plan struggle to pass ADP/ACP testing year […]

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2018 Forecast – Economic & Financial Markets Summary

What can investors expect from stocks in 2018? Watch our […]

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Overview of Tax Law Changes (Tax Cuts and Jobs Act of 2017)

Congress recently passed a tax reform bill that will become […]

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Common Titling Mistakes

Who should be named as the beneficiary of my retirement […]

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3rd Quarter 2017 Economic & Financial Markets Summary

If you are like most investors, you are likely asking […]

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Q2 – 2017 Economic & Financial Markets Summary Video

Why are stocks doing so well and are stock prices […]

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How to Prepare for a Health Care Event

Be sure to consider the items mentioned in this video […]

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Q1 – 2017 Economic & Financial Markets Summary

The repeal of Obamacare failed, infighting within the Republican Party […]

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How To Survive a 401(k) Audit

401(k) audits can be time-consuming and stressful for the plan […]

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Q4 – 2016 Economic & Financial Markets Summary

2016 was a wild ride for investors from start to […]

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Reviewing Your Estate Planning Documents

When was the last time you looked at your estate […]

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Q3 – 2016 Economic & Financial Markets Summary

How have markets performed in 2016 and will the upcoming […]

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401(k) Investment Lineup Trends

Is the design of your 401(k) plan in line with […]

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Q2 – 2016 Economic & Financial Markets Summary

How did markets perform in the days following Brexit?  Where […]

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Identity Theft Recovery Plan

Identity theft continues to become a worsening problem.  In this […]

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Q1 – 2016 Economic & Financial Markets Summary

How have markets performed in a very volatile first quarter […]

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Automatic Enrollment & Automatic Increase Programs

Two trends in the Defined Contribution Industry that are gaining […]

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Q4 – 2015 Economic & Financial Markets Summary

Where are markets headed in 2016?  How and why did […]

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How to Title a Home

Home titling is often a confusing and misunderstood topic. See […]

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