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May 20, 2022
Retirement Meditation #20: Are Solo 401(k) Plans required to file a Form 5500?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #20: Are Solo 401(k) Plans required to file a Form 5500? Read More
May 12, 2022
Retirement Meditation #19 – Is now the time to invest retirement assets into cryptocurrency?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #19 – Is now the time to invest retirement assets into cryptocurrency? Read More
May 10, 2022
Record Number Of Small Businesses Not Expecting Better Business Conditions
The National Federation of Independent Businesses reported no change in the Small Business Optimism Index for April, remaining at 93.2. However, small…
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May 6, 2022
Financial Market Update May 6 2022
After a tough April, the first four months of 2022 have not been rewarding for investors. As of the…
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May 5, 2022
Retirement Meditation #18 - When Should I Start Saving for Retirement?
This week I digress from the previous Retirement Meditation cadence. Why? My fourth (of five children) graduated from college last week. In watching the…
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May 3, 2022
How the Pandemic Has Impacted Mental Health
The COVID-19 pandemic created stressors in all areas of life including: loss of loved ones, income deficit as result of job reductions, childcare issues,…
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May 2, 2022
A High Level Of Investor Bearishness Might Lead To An Equity Market Bounce
With the just completed month of April, the first four months of 2022 have not been rewarding ones for investors. The total return for the S&P 500 Index…
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