Insights

Search & Filter

August 14, 2022
Favorable Equity Market Technicals
For some equity market strategists, their primary focus in evaluating the market's future direction is the price action of the market itself as well as the…
Favorable Equity Market Technicals Read More
August 9, 2022
Retirement Meditation #31: Should retirement plan sponsors adjust their investment mix because of the economy?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #31: Should retirement plan sponsors adjust their investment mix because of the economy? Read More
August 8, 2022
Recession or Not
Undoubtedly the current investing environment for investors is as tough a one as there has been for some time. Compounding interpretation of the data now is…
Recession or Not Read More
August 1, 2022
Retirement Meditation #30: How do the service providers to my retirement plan get paid? (part II)
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #30: How do the service providers to my retirement plan get paid? (part II) Read More
July 27, 2022
Retirement Meditation #29: How do the service providers to my retirement plan get paid?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #29: How do the service providers to my retirement plan get paid? Read More
July 24, 2022
The Bulls Regain Some Footing
The S&P 500 Index closed out the week ending July 22 with a gain of 2.57%. Since mid-June the weekly return for the market has alternated between a positive…
The Bulls Regain Some Footing Read More
July 22, 2022
Why Primary Care Engagement is Crucial for Your Chronic Population
Understanding the level of primary care engagement from your general population, and more…
Why Primary Care Engagement is Crucial for Your Chronic Population Read More
July 18, 2022
Retirement Meditation #28: Who are the service providers to my retirement plan (and what do they do)?
Author: Paul A. Carl, CHSA, CPFA Vice President, Retirement Plan Consulting, Registered…
Retirement Meditation #28: Who are the service providers to my retirement plan (and what do they do)? Read More
July 12, 2022
Summer 2022 Investor Letter: A Bear Of A Market
The first half of 2022 has been a series of near records for both the economy and the investment markets. Inflation is at a level last seen in 1982, the S&P…
Summer 2022 Investor Letter: A Bear Of A Market Read More
July 12, 2022
Small Businesses In A Sour Mood
The NFIB Small Business Optimism Index has fallen a near record thirteen points from a year ago. The June Index level was reported at 89.5 and the NFIB report…
Small Businesses In A Sour Mood Read More
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