(855) 401-5378 [email protected]

Small Business Misconceptions

  As a small business owner, you may think starting a retirement plan for your company is out of reach. You may face two main concerns: cost and time. Commonly, those concerns often lead to these misconceptions:   1. Retirement plans are too expensive. Many...

Week-in-Review: Week of 01.18.21

The Bottom Line ● On Thursday, the S&P 500 set another record high, and most major equity indexes posted solid results for the week. The technology‐heavy, growth‐oriented Nasdaq led with a +4.2% return and the S&P 500 gained +1.9%. ● Joe Biden became the 46th...

Week-in-Review: Week of 01.11.21

The Bottom Line ● Equities began and ended the week with losses to mark their first weekly decline of the new year. Small companies, however, were able to advance and have now been positive in 10 of the last 11 weeks. ● The 10‐year Treasury yield rose as high as 1.18%...

Q4 Quarterly Client Update

2020 – An unprecedented year of contrast The year 2020 will forever be marked as the year of COVID-19; a virus that saw more than 20 million infected and took more than 300,000 American lives; more than 1.5 million around the globe; a pandemic that forced the entire...