September 2015 Monthly Recap

Client Spotlight

Stefani Robinson rode for Pelatonia in August, an organization that funds cancer research at the Ohio State University Comprehensive Cancer Center. She started riding last year in honor of her stepsister, who recently lost her battle with cancer. Stefani was happy to be able to give back by honoring her and everyone else that has been affected. Many people do not know that riders dedicate much time and energy year-round to raising money to participate in the ride. In addition to the fundraising, a huge amount of hours of physical training go into preparing for the ride. Congratulations to Stefani for her hard work!

Labor Day Weekend

If you are looking for something unique to do this Labor Day weekend, come and live Greek at the Annual Greek Festival.  Enjoy music, dancing, shopping, and authentic Greek food and desserts.  Admission is good for the entire weekend, so you can come and eat more than once! (Learn More)

DOL Attempts to Change Who Must Act as a Fiduciary

The Department of Labor has proposed an amendment to redefine and expand who must act as fiduciaries in the ERISA space and those who give advice for IRA accounts. A fiduciary has a legal obligation to act in the best interest of their client. (Learn More)

Taxes, Retirement and Timing

The advantages of tax deferral are often emphasized when it comes to saving for retirement. So it might seem like a good idea to hold off on taking taxable distributions from retirement plans (Read More)

Overtime Pay Extension

Department of Labor’s proposal to update and revise the regulations issued under the Fair Labor Standards Act (FLSA) to expand the number of employees eligible for overtime pay (Read More)

Market Commentary

Global markets were generally down in August. While we tend to shy away from creating the narrative of “why” markets do what they do, it’s pretty clear that market (Read More)