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

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November 17, 2020
The Tide Might Be Going Out On Growth
The dominant investment theme since the financial crisis in 2008/2009 has been the outperformance of the growth investment style versus the value style,…
The Tide Might Be Going Out On Growth Read More
November 12, 2020
Higher Individual Bullish Investor Sentiment, Weaker Forward Equity Returns?
Based on this week's AAII Sentiment Survey, over the course of one week individual investors are now super bullish. The survey notes bullish investor sentiment…
Higher Individual Bullish Investor Sentiment, Weaker Forward Equity Returns? Read More
November 9, 2020
Clearing the Smoke on Outcome-Based Wellness Programs
Annual enrollment is the time of year when employers often look to make changes in their plan…
Clearing the Smoke on Outcome-Based Wellness Programs Read More
November 8, 2020
Equity Market Tends to Perform Well After Election Day
Yes, there was a presidential election in the U.S. this past week and up until election day on Tuesday, the uncertainty around the election seemed to weigh on…
Equity Market Tends to Perform Well After Election Day Read More
October 21, 2020
Wellness Wednesdays
Here’s how you can watch Wellness Wednesday! WATCH LIVE (Mobile) Step One: Follow HORAN on…
Wellness Wednesdays Read More
October 20, 2020
IRS Releases Final 2020 ACA Reporting Forms, Instructions and Penalties
Late last week, the IRS released the finalized Affordable Care Act (ACA) reporting forms for…
IRS Releases Final 2020 ACA Reporting Forms, Instructions and Penalties Read More
October 19, 2020
Dividend Paying Strategies Have Lagged This Year, Now An Opportunity?
One unique aspect of the difficult economic environment that followed the virus mandated shutdown, was the underperformance of high quality dividend paying…
Dividend Paying Strategies Have Lagged This Year, Now An Opportunity? Read More