Consider Incorporating Key Strategies for Helping Workers Stay on Track for Retirement

September 25th, 2017|

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

Business Owners are starting to realize the tremendous impact a few key strategies can have in helping employees get on track for retirement. These strategies initially gained traction with large corporate 401(k) plans, but have slowly started to be adopted by small and mid-sized business […]

Families Must Discuss Their Legacy Plans, Especially Those That Have Family Businesses

September 22nd, 2017|

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

Perhaps one of the most difficult, and consequently most overlooked, issues for financial planning involves sharing plans with loved ones.  Whether it’s the older generation wanting to share details of what the younger generation may inherit, or if it’s a younger generation concerned about the […]

The Market Hunkers Down

September 11th, 2017|

By Pete Biebel, Vice President

While North Korean hijinks factored ominously into early-week trading last week, the damage was well contained and a significant percentage of the early loss was quickly recovered.  The market seemed to fall back into the lethargy of dull summer trading sessions late in the week, but that apparent lack of conviction […]

On the Lam

September 5th, 2017|

By Pete Biebel, Vice President

Last week the U.S. stock market shrugged off potentially bad news on several fronts and cavorted to a respectable gain.  The NASDAQ Composite Index (COMP), with the help of some big tech names and resurging biotech stocks, had its best week of the year, gaining nearly 3%.

Last week I theorized that […]

Twenty-Four Fifty or Fight!

August 28th, 2017|

By Pete Biebel, Vice President

Eight score and thirteen years ago, our forefathers elected James K. Polk to be President. The Whig Party candidate, Henry Clay, had been expected to win by a landslide, but instead got Polk-ed. Polk’s victory was largely attributed to his campaign slogan, “Fifty-Four Forty or Fight!” The slogan referenced the line […]

Foggy Mountain Breakdown

August 22nd, 2017|

By Pete Biebel, Vice President

Much of my commentary last week focused on the degree to which the preceding week’s midweek tumble increased the likelihood that the broad averages registered intermediate-term highs at their recent peaks.  The weeks leading up to that plummet had seen very narrow ranges and very low volatility.  Compounding the risk were […]

Deep Kimchi

August 14th, 2017|

By Pete Biebel, Vice President

The market had its worst week in quite some time last week.  The Dow Jones Industrial Average (DJIA) lost 1.06% for its worst week since March.  The broader, but still high-cap S&P 500 Index (SPX) fell 1.43%, its worst weekly loss since before the election.  The even broader and smaller-cap Russell […]

Broken Record

August 7th, 2017|

By Pete Biebel, Vice President

The Dow Jones Industrial Average (DJIA) has posted gains for nine consecutive sessions and has reached a new record level on each of the last eight of those days.  The daily reports are beginning to sound like a broken record.  “Broken record” is one of those outdated similes and metaphors that […]

No Week at the Beach

July 31st, 2017|

By Pete Biebel, Vice President

In the middle of summer, at the height of the vacation season, the stock market often lapses into dreary, dog-days sessions. Seeing that the S&P 500 Index (SPX) ended last week with a miniscule net change of just -0.02%, returning vacationers might conclude that they’d missed nothing of significance. In retrospect, […]

Why Nonprofit Organizations Need Financial Advice

July 31st, 2017|

By Edward “Ed” V. O’Neal, Vice President and Manager, Retirement Plans; and Brett Edwards, Associate Vice President and Senior Planning & Research Associate

Nonprofit organizations have the same financial and retirement planning needs as other employer groups such as business owners and self-employed individuals. Nonprofits can include:

Educational Groups (i.e., local K-12 school districts, private/parochial schools, […]