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January 17, 2022
Yield Curve In Focus And Sentiment
The Federal Reserve has put the market on notice that interest rate increases are likely to come sooner than originally anticipated as well as an unwinding of…
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January 16, 2022
Inflation And The Equity Market
The recent release of Federal Reserve minutes gave investors a reason to reevaluate the pace of future Fed tightening. The minutes lead investors to believe…
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January 13, 2022
Retirement Meditation #2: Do I spend more time planning vacation or planning for retirement?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement…
Retirement Meditation #2: Do I spend more time planning vacation or planning for retirement? Read More
January 12, 2022
At-Home COVID Test Coverage – Gift or Not?
The latest surge in the COVID-19 pandemic led President Biden to announce on December 2, 2021, that individuals who purchase at-home COVID-19 test kits would…
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January 10, 2022
2022 Tax Guide
Click here to download the 2022 Tax Guide.  
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January 6, 2022
Retirement Meditation #1 - Can I get a do-over at retirement?
Author: Paul A. Carl, CHSA, CPFA​Vice President, Retirement&nbsp…
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January 3, 2022
Benefits of Being Vegan
Why Go Vegan?: https://bit.ly/3G1yafN Plant Based News: https://bit.ly/3G0HPDi The…
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January 3, 2022
University Health Service Integration: What it Means and Why You Need it
Author: Karen Mueller, CBC, Executive Vice President & Partner, HORAN Healthcare is…
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January 1, 2022
Dogs Of The Dow Performance Does Not Keep Pace In 2021
One investment strategy that gets attention at the beginning of each year is the Dogs of the Dow. The Dogs of the Dow strategy is one where investors select…
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December 29, 2021
OSHA Vaccine Mandate Is Back On … For Now
Happy Holidays!  We’re continuing to receive many questions about the OSHA Vaccination mandate.  While there has been a flurry of activity with the 6th Circuit…
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