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July 12, 2022
Summer 2022 Investor Letter: A Bear Of A Market
The first half of 2022 has been a series of near records for both the economy and the investment markets. Inflation is at a level last seen in 1982, the S&P…
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July 12, 2022
Small Businesses In A Sour Mood
The NFIB Small Business Optimism Index has fallen a near record thirteen points from a year ago. The June Index level was reported at 89.5 and the NFIB report…
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July 12, 2022
The Importance of the PCP Relationship, featuring Dr. Bill Klein
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July 11, 2022
How the Student Health Insurance Plan Helps Students Thrive at Wright State University
Going to college is a monumental transition. For many students, it means leaving the familiar…
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July 11, 2022
Investors Remain Bearish, Maybe A Positive For Equities
Both individual and institutional investors continue to express a low level of bullishness, levels generally associated with equity market bottoms. There does…
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July 7, 2022
Retirement Meditation #27: Are retirement plan distributions for hardship a good idea?
Author: Paul A. Carl, CHSA, CPFA™ Vice President, Retirement Plan Consulting, Registered…
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July 5, 2022
Karen Mueller Named The Newest UBA Partner Firm Board Member
United Benefits Association (UBA) has recently named Executive Vice President & Partner, Karen…
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June 30, 2022
Retirement Meditation #26: Should I take an in-service withdrawal from my retirement plan?
Author: Paul A. Carl, CHSA, CPFA™ Vice President, Retirement Plan Consulting, Registered…
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June 30, 2022
Life Event Series: Turning 26
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June 27, 2022
HORAN Named Top Dayton-Area Employee Benefit Company
HORAN was recognized in the top #3 Employee Benefits Firms in the Dayton area. HORAN Named…
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June 24, 2022
Maybe The Beginning Of An Equity Market Recovery
The S&P 500 Index closed up 6.33% for the week ending June 24, 2022. For investors this feels like an enormous win after the market was down -10.93% in the…
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June 24, 2022
Supreme Court Overturns Roe v. Wade in Dobbs v. Jackson Women’s Health – What Does it Mean for Group Health Plans?
As anticipated based on the legal brief leaked in April, the Supreme Court, in Dobbs v. Jackson Women’s Health, overturned Roe v. Wade in a 6-3 decision…
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