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March 9, 2022
Inflation Is Impacting Small Businesses
Although Tuesday's release of the NFIB Small Business Optimism Survey was conducted in February, and before the recent oil price spike, inflation issues are…
Inflation Is Impacting Small Businesses Read More
March 7, 2022
Julie Tople Receives Recognition From The City of Montgomery
Congratulations to Account Manager, Julie Tople, for receiving a Certificate of Recognition from…
Julie Tople Receives Recognition From The City of Montgomery Read More
March 3, 2022
Retirement Meditation #9: Should I leave the 401(k) or move it to my new employer?
A 2019 Bureau of Labor Statistics (BLS) study reported that Americans held an average of 12 jobs throughout their working years. Whether or not you are a part…
Retirement Meditation #9: Should I leave the 401(k) or move it to my new employer? Read More
March 1, 2022
Recession Watch
The supposed recession that took place during the COVID/pandemic shutdown in 2020 caught nearly everyone by surprise. Fortunately, the economy and investment…
Recession Watch Read More
February 28, 2022
Value Stock Outperformance Might Continue
With each passing day it seems inflation continues to remain stubbornly elevated. The war in Ukraine is contributing to the inflationary pressure as sanctions…
Value Stock Outperformance Might Continue Read More
February 24, 2022
Retirement Meditation #8: What’s the fuss with employee after-tax contributions?
I can only imagine how many phone calls retirement advisors received in July 2021 about employee after-tax contributions. On July 9, the Wall Street Journal…
Retirement Meditation #8: What’s the fuss with employee after-tax contributions? Read More
February 22, 2022
Covid Boosters & Variants with Michael Todd, MD
Michael U Todd, MD Vice President and Medical Director, Strategy and Business Development Bon…
Covid Boosters & Variants with Michael Todd, MD Read More
February 21, 2022
Ukraine/Russia Situation A Near Term Market Headwind
The Ukraine/Russia development over the weekend is not a new event for these two countries. Russia invaded and annexed Crimea back in February 2014 and began…
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February 19, 2022
Fed Rate Hikes And Recessions
It is no secret the Federal Reserve is near certain to raise the Fed Funds rate at the conclusion of the committee's March 15-16 meeting. The bond market has…
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February 17, 2022
Retirement Meditation #7: Should I convert pre-tax money into Roth?
Following last week’s Retirement Meditation, one of my LinkedIn connections requested I address converting pre-tax money into Roth. The short answer to this…
Retirement Meditation #7: Should I convert pre-tax money into Roth? Read More
February 13, 2022
Higher Inflation Leading To Weaker Consumer Sentiment
The consumer accounts for nearly 70% of the economy (GDP) and understanding what is driving their sentiment can provide valuable insight into future economic…
Higher Inflation Leading To Weaker Consumer Sentiment Read More