chusted

About Chris Husted

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So far has created 435 blog entries.

The Importance of Defining Investment Objectives for Nonprofit Organizations

July 19th, 2018|

By Nick Frigerio, Planning and Research Associate

Running a nonprofit organization means running a business; and businesses need operating capital and sustainability. All nonprofits have a core mission at the forefront of everything they do for the communities they serve. They have a unique responsibility to invest funds originating from donors with a passion for the […]

Earnings Hopes Trump Tariff Fears

July 16th, 2018|

By Pete Biebel, Senior Vice President

Stocks tacked on substantial follow-through upside last week after a break-out Friday in the previous week.  The Dow Jones Industrial Average (DJIA) led the major indices with a 2.30% gain.  The NASDAQ Composite Index (COMP) was next best, up 1.79%.   That gain lifted COMP to a new all-time high, just […]

Nonprofit Retirement Plans Continue to Evolve

July 12th, 2018|

By Edward “Ed” V. O’Neal, Vice President and Manager, Retirement Plans

Retirement plans for nonprofit and tax-exempt entities (particularly 403(b) plans) have historically lagged behind the business owner retirement plan market in terms of modernizing their plan provisions and features.  Traditionally, nonprofit and tax-exempt employers have been uncomfortable with change; at least in comparison to their […]

Summer Savings Strategies: Keep Your Assets Tax Diversified

July 11th, 2018|

By Theresa Fry, Senior Vice President and Manager, IRA’s and Retirement Planning

When you retire, your savings and investments will likely become a primary source of income. Did you know that how your retirement income is taxed is impacted by both the type of investments and the type of accounts the income is taken from? For […]

Opportunity for Higher Education Entities to Modernize Their 403(b) Plans

July 6th, 2018|

By Edward “Ed” V. O’Neal, Vice President and Manager, Retirement Plans

Retirement plans for nonprofit and tax-exempt entities are often structured very differently than retirement plans for businesses (like 401(k) plans), and as a result can provide some unique challenges for both the plan sponsor and participants.  This is particularly evident with 403(b) plans (also known […]

Half-Year Take

July 2nd, 2018|

By Pete Biebel, Senior Vice President

It seems hard to believe, but we’re already halfway through 2018.  I should probably get around to taking down my Christmas decorations.  The year began with stocks ripping higher right out of the gate.  The averages extended their late-2017 gains on the promises of lower taxes and higher earnings.  That […]

What You Don’t Know About Social Security Could Hurt You (Part 4)

June 28th, 2018|

By Theresa Fry, Senior Vice President and Manager, IRA’s and Retirement Planning

A MassMutual survey revealed last month that nearly half (47%) of Americans age 50 and over failed a basic five question true/false quiz on Social Security Retirement Benefits.

The results of this survey are alarming as the questions asked don’t even scratch the surface of […]

Summer Savings Strategies: Minimize Your Tax Bill

June 27th, 2018|

By Jeffrey R. Wolfe, Senior Vice President, Manager of Wealth Planning Strategies

It doesn’t make sense for taxes to be the only factor in investment decision making, but tax consequences should certainly be part of the conversation. This is because keeping investment-related taxes low can increase your overall investment return. For example, investments that are tax-efficient […]

What You Don’t Know About Social Security Could Hurt You (Part 3)

June 26th, 2018|

By Theresa Fry, Senior Vice President and Manager, IRA’s and Retirement Planning

A MassMutual survey revealed last month that nearly half (47%) of Americans age 50 and over failed a basic five question true/false quiz on Social Security Retirement Benefits.

The results of this survey are alarming given the questions asked don’t even scratch the surface of […]

A Sub-Par Average

June 25th, 2018|

By Pete Biebel, Senior Vice President

You may have heard that there was a change in the composition of the Dow Jones Industrial Average (DJIA) last week.  One of its thirty component companies was removed and a new stock added in its place.  Such changes are rare, and thus noteworthy.  I mention this only because the […]