View Curated Resources to Help You Navigate COVID-19
View Curated Resources to Help You Navigate COVID-19

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April 23, 2021
How COVID-19 Changed University Health Priorities on Campus
The now-over-year-long COVID-19 pandemic has left a lasting global impact, including a shift in what colleges and universities need to maintain a safe, healthy…
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April 20, 2021
Six High Net Worth Planning Techniques to Increase Plan Flexibility in 2021
Estate planners across the country are attempting to read the tea leaves of the current political climate. While no one is quite certain what to expect, the…
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April 19, 2021
It's a Great Jobs Report So Why Am I Worried
The Labor Department reported last Friday that job growth exploded in March at the fastest pace…
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April 18, 2021
Income Equity Strategies Performing Well
Author: David Templeton, CFA, Principal & Portfolio Manager Earlier this month I wrote a…
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April 16, 2021
Investor Letter Spring 2021
Sometimes it is said the stock market and the economy are not the same; however, the stock market…
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April 13, 2021
Small Improvement in Small Business Optimism, But Large Positive Labor Market Signs
Author: David Templeton, CFA, Principal & Portfolio Manager, HORAN The March NFIB Small…
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April 10, 2021
Positive Job Market Developments: Openings and Quit Rate are Increasing
Author: David Templeton, CFA, Principal and Portfolio Manager, HORAN Earlier this week the…
Positive Job Market Developments: Openings and Quit Rate are Increasing Read More
April 8, 2021
DOL Issues Guidance on ARPA COBRA Subsidies
Author: Shelly Hodges-Konys, CBC, Director of Compliance On Wednesday, three entire days before…
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April 8, 2021
Individual Investor Sentiment is Elevated
Author: David Templeton, CFA, Principal and Portfolio Manager, HORAN The  American…
Individual Investor Sentiment is Elevated Read More