Weekly Stock Market Update: March 21-March 28, 2025
Hey everyone! Welcome to this week’s stock market update. If you’ve been keeping an eye on the markets,
Market Update: February Overview
February delivered an interesting mix for markets, with bonds and international stocks taking the lead. Meanwhile, U.S. equities faced
Market Update: December 2024
Though December had its challenges, both stocks and bonds closed the year with positive returns. Here's a detailed
The Changing Landscape of Retirement Plan Fees: Understanding Your Fiduciary Responsibilities
Remember the good old 1980s and the classic TV show G.I. Joe? At the end of each episode, there
Submission Complete! Please See Below For Next Steps
Thank you for taking the time to submit your financial plan questionnaire (if you have not completed it yet, you
Why A Safe Harbor 401(k) May Be The Best Tax Savings Idea A Small Business Can Implement
Let’s face it - none of us like paying more than we need to in taxes. If you’re
Which Retirement Plan Is Best For My Small Business?
Figure Out Which Retirement Plan Is Best For Your Small Business
One of the most common questions I come across
Benchmarking Your 401(k) Doesn't Have To Be Hard...
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Courts have called ERISA Fiduciary standards “The Highest Standards Known to Law.” According to
Take 3 Minutes To Determine Which Retirement Plan Is Best For Your Business
One of the most common questions I come across with clients is “what is the best type of retirement plan
