Insights

Search & Filter

June 3, 2023
A Small Number of Stocks Contributing to the Market's Advance
From time to time I note the economy is not the market and vice versa. Being aware of this difference has proven important this year as the S&P 500 Index is up…
A Small Number of Stocks Contributing to the Market's Advance Read More
June 1, 2023
Retirement Meditation #44: Has my company outgrown its SIMPLE retirement program?
Pre-COVID, a small business investigated a move from their SIMPLE IRA to a more traditional 401(k) plan. The growing organization was approaching and looking…
Retirement Meditation #44: Has my company outgrown its SIMPLE retirement program? Read More
June 1, 2023
Ask A Psychologist: 5 Questions with Dr. John Ward, Director of Miami University’s Student Counseling Service
This interview is part of HORAN Campus Health’s series, “Moving Mental Health Forward,” stories…
Ask A Psychologist: 5 Questions with Dr. John Ward, Director of Miami University’s Student Counseling Service Read More
May 22, 2023
Machine Learning & Mental Health: How an AI-based app is changing the way we ask about suicide
This interview is part of HORAN Campus Health’s series, “Moving Mental Health Forward”, stories…
Machine Learning & Mental Health: How an AI-based app is changing the way we ask about suicide Read More
May 18, 2023
Health Savings Account and Excepted Benefit HRA Contribution Limits Increase for 2024
On Tuesday, May 16th, the IRS released Revenue Procedure 2023-23, providing the inflation-adjusted limits for health savings accounts (HSAs), high deductible…
Health Savings Account and Excepted Benefit HRA Contribution Limits Increase for 2024 Read More
May 15, 2023
RxDC Reporting is Due June 1st and our Vendor’s Questionnaire Was Overlooked, Now What?
The deadline for reporting pharmacy and benefit cost data (RxDC) to the Centers for Medicare and Medicaid Services (CMS) is June 1, 2023.  While the initial…
RxDC Reporting is Due June 1st and our Vendor’s Questionnaire Was Overlooked, Now What? Read More
May 14, 2023
Potential Significance of Growth Stocks Outperforming Value Stocks
I have written about the performance differences between growth stocks versus value stocks depending on the business cycle. As the economy begins to accelerate…
Potential Significance of Growth Stocks Outperforming Value Stocks Read More
May 9, 2023
CPI Release Is On The Clock
As NFL teams rotated into their position to make a draft selection in the recently completed NFL draft, they were placed "on the clock" in terms of having a…
CPI Release Is On The Clock Read More
May 9, 2023
2023 Print Excellence Awards
The Graphic Media Alliance awarded ThinkPatented, one of HORAN's printing partners, with the 2023…
2023 Print Excellence Awards Read More
May 6, 2023
As Stocks Outperform Equity Fund Flows Are Negative
Although 2022 was not a good year for most investment asset classes a recovery in equities actually began early in the fourth quarter of the year. The S&P 500…
As Stocks Outperform Equity Fund Flows Are Negative Read More
April 24, 2023
When, Oh When, Does the Outbreak Period End?
Friends, have you been talking about when the federal COVID-19 “Outbreak Period” actually ends? Since it’s been a frequent topic of conversation around here,…
When, Oh When, Does the Outbreak Period End? Read More