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Category: Wealth Management

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March 30, 2020
Retirement Plan Provisions of the CARES Act

The COVID-19 generated CARES Act contains provisions for retirement plan distributions and qualified individuals affected by the coronavirus. Details follow on each of these 5 provisions....

January 9, 2020
4 New Law Changes That May Affect Your Retirement Plan

If you save for retirement with an IRA or other plan, you’ll be interested to know that Congress recently passed a law that makes significant modifications to these accounts. The SECURE Act, which was signed into law on December 20, 2019, made these four changes....

March 20, 2019
Financial Market Recap – Week Ending March 15, 2019

Overview: Stocks had their best week since November last week, recovering the prior week’s losses. Major indices in both the US and globally were up between 2.5%-3% for the week. The gain was driven by strong earnings from technology companies, decent economic data and pe...

March 13, 2019
Cash Planning – How Much Cash Should You Have on Hand?

Cash needs will vary with stages of life, the stability of income, future uses for the cash, and how cash fits into your overall portfolio allocation.  If you are holding what seems like a lot of cash, or are retiring soon, you may want to carefully consider how much cash y...

March 12, 2019
Financial Market Recap – Week Ending March 8, 2019

Stock markets declined last week, posting their worst week of performance this year. The S&P 500, the MSCI international, and the MSCI EM markets all lost about 2% for the week. Three main catalysts drove the trade....

February 25, 2019
Financial Market Recap – Week Ending 2/22/19

Top of the morning: Stocks are higher pre-market. As of 7:45 CST this morning, the Dow is up about 160 points and the S&P 500 is up 0.5%. Bond yields are close to where we started the year, with the 2-year Treasury at 2.51% and the 10-year at 2.68%. China local stocks (Sh...

February 20, 2019
Financial Market Recap – Week Ending 2/15/19

Stocks around the globe were higher last week, driven by U.S.-China trade optimism and the avoidance of another partial government shutdown. The S&P 500 was up 2.6%, and international developed stocks were 1.4% higher on the week, despite weak growth data from Germany and co...

July 9, 2018
Finding the Right 401(k) for Your Business

By and large, today’s employees expect employers to offer a tax-advantaged retirement plan. A 401(k) is an obvious choice to consider, but you may not be aware that there are a variety of types to choose from. Let’s check out some of the most popular options:...

February 19, 2018
Retirement Plans: How much is a catch-up contribution worth?

If you are age 50 or over by year-end, you have the opportunity to make “catch-up” contributions to your retirement plans. ...

August 28, 2017
Business Owners & Executives: Increase your Retirement Savings with a Nonqualified Deferred Compensation Plan