Recession?...No, It May Be Financial Repression That You Are Feeling
By Patrick Fisher | Tue, 17 Jan 2012 | Many economic policies of the federal government have a fairly obvious effect on the financial well-being of the citizens. Tax rates, commercial regulations
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Part Five: Equity Markets Will Be Volatile
By Nancy Skeans | Fri, 16 Sep 2011 | The fifth installment in Nancy Skeans' series on the volatility of equity markets. Evaluate your strategy annually or earlier if cash flow needs change.
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Hang In There: Equity Markets Will Be Volatile (Part 4)
By Nancy Skeans | Wed, 07 Sep 2011 | Part Four in Nancy Skeans' must-read series on the equity markets.
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Part Three: Equity Markets Will Be Volatile
By Nancy Skeans | Wed, 31 Aug 2011 | The second step in my series on dealing with volatile equity markets is: Understanding Your Cash Flow Needs.
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Part Two: Equity Markets Will Be Volatile
By Nancy Skeans | Wed, 24 Aug 2011 | Are you in the Retirement Red Zone or an Asset Accumulator? Nancy Skeans provides shares her insights on the critical issue: Understanding Your Financial Stage in Life. Second in a series.
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Hang in There: Equity Markets Will be Volatile
By Nancy Skeans | Mon, 15 Aug 2011 | Nancy Skeans introduces the first in a series of Insights discussing tactics for coping with the increasing volatility of the equity markets.
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Of Chickens and Debt Ceilings
By Nancy Skeans | Wed, 27 Jul 2011 | Several months ago, I taped a picture of a chicken on my office door. Yes, I have gotten a few strange looks. Across the bird is scrawled “Don’t
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Fee Disclosure Regulations - UPDATE
By Scott Rain | Wed, 20 Jul 2011 | The Department of Labor (“DOL”) has recently released the final amendments to the service provider fee disclosure regulations under ERISA §408(b)(2) and participant fee disclosure regulations under ERISA §404(a)(2). As a result, the applicability dates of both regulations and their requirements have been extended.
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Disasters Happen - Are You Prepared?
By Nancy Skeans | Tue, 07 Jun 2011 | We are only half way through this year and already billions of dollars of damage has been dealt to the United States due to severe flooding along the Mississippi
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Utilizing Automatic 401(k) Enrollment
By Kyle Zeller | Tue, 19 Apr 2011 | A common 401(k) problem that many companies face on an annual basis is failing the nondiscrimination test, which results in highly compensated employees
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We are pleased to announce a new addition to our team. David Stephan joined us November 28, 2011 as a Support Advisor/Financial Analyst. David comes to us from BNY Mellon with a B.S. in Business Administration from Duquesne University with concentrations in Finance, Accounting and Investment Management. David is also a Level II CFA candidate. Please join us in welcoming him.
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