Insights

Search & Filter

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…
How the Student Health Insurance Plan Helps Students Thrive at Wright State University Read More
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…
Investors Remain Bearish, Maybe A Positive For Equities Read More
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…
Retirement Meditation #27: Are retirement plan distributions for hardship a good idea? Read More
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…
Karen Mueller Named The Newest UBA Partner Firm Board Member Read More
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…
Retirement Meditation #26: Should I take an in-service withdrawal from my retirement plan? Read More
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…
HORAN Named Top Dayton-Area Employee Benefit Company Read More
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…
Maybe The Beginning Of An Equity Market Recovery Read More
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…
Supreme Court Overturns Roe v. Wade in Dobbs v. Jackson Women’s Health – What Does it Mean for Group Health Plans? Read More
June 24, 2022
Retirement Meditation #25: Should I borrow from my 401(k) Plan account?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #25: Should I borrow from my 401(k) Plan account? Read More
June 24, 2022
Investor Sentiment Remains Decidedly Bearish
Both individual and institutional investor sentiment is expressing bearishness on future equity returns. The AAII individual investor sentiment survey bull…
Investor Sentiment Remains Decidedly Bearish Read More