800.544.8306 Client Login Contact Us
800.544.8306  |  Client Login  |  Contact Us

Insights

Search & Filter

Article Podcast Award Video Magazine
Reset

Subscribe

January 22, 2023
New Buyback Tax May Impact Stock Returns
In August of last year Congress passed the so-called Inflation Reduction Act and included within the Act is a 1% excise tax on the fair market value of stock…
219
Read More
January 14, 2023
Stock Market Triggering Bullish Technical Signals
Since October 13, 2022 the S&P 500 Index is up 11.80% on a price only basis. For the start of 2023 the S&P 500 Index is up 4.16% through January 13, 2023. The…
380
Read More
January 13, 2023
Winter 2022 Investor Letter: Closing The Book on 2022
“A Bear of a Market” and “Nowhere to Hide.” These were a few of the headings from our Investor Letters last year, so along with most investors we are happy to…
386
Read More
January 13, 2023
HORAN Expands Campus Health Solutions with Addition of Industry Leader
Arrington Brings 10+ Years of Student Health Expertise As HORAN celebrates its 75th year helping…
326
Read More
January 9, 2023
Classic: Financial Life Event Series: Growing Your Family
780
9
Read More
December 31, 2022
The Dow Stock Dogs Performed In 2022
With the market's close on Friday investors happily say goodbye to 2022. One area within equites that outperformed the broader market was stocks that had…
541
Read More
December 30, 2022
Telehealth Benefits Not Disqualifying Coverage for an HDHP through 2024
Among the provisions in the omnibus spending bill signed by President Biden on December 29, 2022, is an extension of telehealth relief provided to participants…
290
Read More
December 30, 2022
Telehealth Benefits Not Disqualifying Coverage for an HDHP through 2024
Among the provisions in the omnibus spending bill signed by President Biden on December 29, 2022, is an extension of telehealth relief provided to participants…
179
Read More
December 28, 2022
Classic: The 50-20-30 Rule
840
11
Read More
December 28, 2022
Departments Provide Last Minute RxDC Reporting Relief
As a Christmas present to everyone struggling with last minute preparations to submit RxDC reporting by the December 27th due date, the Departments of Labor,…
257
Read More
December 27, 2022
Retirement Meditation #42: What are the most common retirement plan audit findings?
A manufacturer offering a generous safe harbor 401(k) match noticed that it was losing employee talent and candidates to the competition. A review of its total…
254
Read More
December 27, 2022
Year-End Financial Checklist
There are certain actions you can take each year to help you stay on track to reach your financial goals and keep yourself financially fit overall. Consider…
198
Read More