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Do You Have an Exit Plan in Place for Your Business?
By Clint EdgingtonPosted 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 […]
Learn MoreDarkness in the Valley of Value
By Clint EdgingtonPosted 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 […]
Learn MoreTax Reform
By Clint EdgingtonPosted 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 […]
Learn MoreThe Impact of Brexit
By Clint EdgingtonPosted 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. […]
Learn MoreCash Balance Plans
By Clint EdgingtonPosted 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 […]
Learn MoreDOL Attempts to change who must act as a Fiduciary
By Clint EdgingtonPosted 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 […]
Learn MoreMarket Commentary
By Clint EdgingtonPosted 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 […]
Learn MoreTax Form Status Update
By Clint EdgingtonPosted 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 […]
Learn More401(k) Corner: LAST DISCLOSURE FOR 404(a)!
By Clint EdgingtonPosted 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 […]
Learn More401(k) Corner: Roth 401(k)…is it right for you?
By Clint EdgingtonPosted 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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