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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. So keep checking in. We’re glad to have you reading along.

Wednesday, October 7, 2020

In this Q3 recap: stocks post further 2020 gains as the economy bounces back and the Federal Reserve announces a shift in its approach to inflation.

Monday, September 28, 2020

Each year, Plan Sponsor magazine recognizes plan sponsors who have "shown a commitment to their 401(k) participants' financial health and retirement success." The highly competitive Plan Sponsor of the Year awards are given out...

Thursday, September 17, 2020

Heading into 2020, there was little doubt that the U.S. presidential election would be the biggest story of the year. The coronavirus pandemic drastically changed that narrative...

Monday, August 10, 2020

We are honored and pleased to announce that Michael Scott has been recognized by broker-dealer and registered investment advisor, Hornor, Townsend & Kent, LLC (HTK), as a Summit Advisor, ranking in the Top 5 Advisors...

Tuesday, July 14, 2020

As states cautiously begin the process of relaxing their COVID-19 restrictions, some are wondering, “Why is the stock market doing so well when the economy is doing so poorly?”

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Tuesday, July 7, 2020

In this Q2 recap: the economy measures the impact of the coronavirus threat; the stock market rises with help from a dovish Federal Reserve and a rebound in some economic indicators; oil prices and mortgage rates touch historic lows.

Monday, June 29, 2020

For those tax payers who have reached the age where they are forced to take Required Minimum Distributions (at least age 70½ as of Dec. 31, 2019, or those who reach age 72 after this date), and who are also taking the standard deduction...

Friday, June 12, 2020

The Internal Revenue Service knows that many taxpayers have had a stressful spring. So, it has reset the federal tax deadline. You now have until July 15 to file your 1040 form. July 15 is also the deadline to pay any federal taxes...

Wednesday, May 20, 2020

Undeniably, spring 2020 has tried the patience of investors. An 11-year bull market ended. Key economic indicators went haywire. Household confidence was shaken.

Friday, May 15, 2020

Are you eligible for a stimulus check from the Treasury Department? As of Friday, April 24, the Internal Revenue Service said it had issued 88 million payments to individuals across the country.

Monday, May 11, 2020

We are pleased to announce that we redesigned our website.

Monday, April 13, 2020

In this Q1 recap: COVID-19 hits the United States, followed by heavy economic volatility, government stimulus, and an as-yet untold human cost.

Friday, April 3, 2020

Key Provisions of the CARES Act: Distributions can be waived in 2020 for Inherited Accounts, 401(k)s, and IRAs.