Do You Have an Exit Plan in Place for Your Business?

By Clint Edgington
Posted on July 2nd, 2018

Exit planning is something that all business owners will have to face at some point.  Like being the executor of an estate, it is usually […]

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Darkness in the Valley of Value

By Clint Edgington
Posted on June 4th, 2018

Recently, I had the pleasure of hearing Kenneth French discuss creating the framework for evaluating factors.  A factor is simply a characteristic that explains some […]

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Tax Reform

By Clint Edgington
Posted on September 29th, 2017

The long awaited tax reform framework was introduced by the Trump Administration last week. It may be difficult to craft and pass, as the procedure […]

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The Impact of Brexit

By Clint Edgington
Posted on June 28th, 2016

For my fellow central Ohioans, below is a “Clint’s notes” summary of a number of articles and analyses that may impact our clients and portfolios.  […]

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Cash Balance Plans

By Clint Edgington
Posted on November 2nd, 2015

Cash Balance Plans- Squeeze 20 years of retirement savings into 10! If you’re like many Doctors, Engineers, Lawyers, or “ologists” (i.e. Radiologists, Cardiologists, etc.) that […]

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DOL Attempts to change who must act as a Fiduciary

By Clint Edgington
Posted on September 2nd, 2015

Executive Summary The Department of Labor has proposed an amendment to redefine and expand who must act as fiduciaries in the retirement plan space and […]

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Market Commentary

By Clint Edgington
Posted on September 2nd, 2015

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 […]

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Tax Form Status Update

By Clint Edgington
Posted on February 5th, 2013

Here are some forms you should expect to see related to your investment accounts: Form 1099-R (reporting IRA distributions), 5498 (reporting contributions, rollovers and conversion […]

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401(k) Corner: LAST DISCLOSURE FOR 404(a)!

By Clint Edgington
Posted on October 4th, 2012

At this point you’ve already conducted and disseminated your participant disclosures for your 401(k)/403(b) Plan that were required under ERISA section 404(a) (general information and […]

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401(k) Corner: Roth 401(k)…is it right for you?

By Clint Edgington
Posted on April 3rd, 2012

While taxes are fresh on your mind, now might be the best time to review whether you should contribute to your 401(k) with pre-tax or […]

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