Most Recent Resource Articles

Q1 2020 Market Review

Apr 15, 2020

Access the Q1 2020 Market Review Slides here.  

2019 Annual Market Review

Jan 19, 2020

The US stock market, as represented by the S&P 500, finished up 9.07% on the quarter, adding to a slightly positive return in the third quarter and closing the year up 31.49%. Smaller US stocks trailed behind but still rose significantly, up nearly 10% for the quarter and over 25.5%…


2020 Contribution Limits & Tax Reference

Jan 19, 2020

This summary will provide you with guidance on 2020 Benefit Contribution Limits and tax details. Click here for your copy of the 2020 Contribution Limits & Tax Reference 

SECURE Act Passed

Dec 20, 2019

It has been a whirlwind week with the House voting to impeach the President. What has nearly gotten lost in the news is that the Senate attached the SECURE Act (Setting Every Community Up for Retirement Enhancement) to the December 20 fiscal 2020 spending authorization bill. I wrote to you earlier this…


Q3 2019 Economic Review

Oct 24, 2019

The US economy, while slowing, has remained relatively strong as the global economy trudges along.  However, the markets, the media and may in the investment community believe that tough times lay ahead both at home and abroad. Click here to read the full article Q3 2019 Economic Review

Important Tips for Choosing Company Benefits

Oct 23, 2019

It is that time of year when you get to reassess what to select for your company benefits. Here are some things to consider as you make your elections: HSA (Health Savings Account) If you participate in a high deductible health plan, you have the ability to contribute to an…