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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…
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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,…
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April 23, 2023
Will International Equities Recent Outperformance to U.S. Equities Continue?
Over the past 15 years international developed market equities as measured by the MSCI EAFE Index have outperformed the S&P 500 Index in only four years and…
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April 21, 2023
Health. Wealth. Life. 75th Anniversary Edition. Spring 2023
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April 17, 2023
Spring 2023 Investor Letter: A Stock Market Rebound Continues
Without a doubt 2022 was a tough year for investment returns with 105 out of 112 asset classes generating a negative return, according to Morningstar data…
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April 17, 2023
Classic: The Adventures of First Time Enrollers
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April 2, 2023
Dogs Of The Dow Stumble In First Quarter
Investments firms often issue the caveat that "past performance is no guarantee of future results." One area where this is proving to be true this year is with…
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March 30, 2023
Compliance Issues to Keep in Mind 2023
Compliance Issues to Keep in Mind 2023 Benefits compliance can be challenging.  The rules seem to be ever-changing and implementation timelines can be over…
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March 24, 2023
HORAN Retirement Team Named to List of Nation's Top DC Advisor Team
HORAN's Retirement Planning Advisory team has been named to the National Association of Plan…
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March 20, 2023
The Next COVID Crisis: Long COVID and How To Help Your Students When It Hits
When the COVID-19 pandemic reared its ugly head in March of 2020, colleges and universities across…
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March 20, 2023
Is Warren Buffett About to Become Greedy?
As in prior crisis periods for the banks, like the 2008/2009 financial crisis, some investors used the crisis to structure favorable deals. One such investor…
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March 19, 2023
Banking Crisis Contained Or A Spreading Contagion
A confluence of factors came together a week and a half ago precipitating a crisis in the banking system, not only in the U.S. but globally. Three banks have…
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