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The Markets – October Recap
By Meredith StoudtPosted on November 1st, 2011
The Markets – October Recap Domestic equities defied October’s reputation as a bad month for stocks, making up for at least some of the damage […]
Learn MoreYear-End Investment Planning: The Clock Is Ticking
By Meredith StoudtPosted on October 5th, 2011
Investment planning at the end of 2010 was complicated by uncertainty over whether existing tax rates would be extended. This year, it’s the congressional “supercommittee” […]
Learn More401(k) Corner: Increase Employee Savings
By Clint EdgingtonPosted on October 5th, 2011
Why? 1. Those with a healthier retirement plan are more “present” while working, increasing efficiency. 2. Larger balances per employee allow fixed costs (administrative, audit, […]
Learn More3rd Quarter Economic Perspective (2011)
By Meredith StoudtPosted on October 5th, 2011
• The world continued to worry about the possibility of global contagion from European debt problems. European leaders agreed to a second bailout for Greece, […]
Learn More3rd Quarter Market Recap (2011)
By Meredith StoudtPosted on October 5th, 2011
It was a roller-coaster quarter for equities, as weeks and even days when the Dow swung several hundred points in both directions seemed to become […]
Learn MoreFiduciary Guarantee: A false sense of security
By Clint EdgingtonPosted on September 1st, 2011
Summary: There are significant exceptions to the 401(k) warrantees that we have reviewed that render them fairly ineffective in protecting employers/fiduciaries. If an employer wants […]
Learn MoreAugust Market Snapshot (2011)
By Meredith StoudtPosted on September 1st, 2011
Extreme Volatility Volatility turned extreme in equities markets during August. The decline that began in July turned into a roller-coaster as equities saw wild swings […]
Learn MoreAugust – Eye on the Month Ahead
By Meredith StoudtPosted on September 1st, 2011
The country is in for renewed deficit-related congressional debate as the October 1 budget-setting deadline for the upcoming fiscal year approaches and the work of […]
Learn MoreAugust – Month in Review
By Meredith StoudtPosted on September 1st, 2011
The last-minute resolution of the debt ceiling debate couldn’t prevent Standard & Poor’s downgrade of the U.S. credit rating (and ratings of various agencies linked […]
Learn MoreHow do I include my cyber assets in my estate plan?
By Meredith StoudtPosted on September 1st, 2011
Your cyber (or digital) assets may have sentimental and/or economic value, and you should consider including them in your estate plan. Here’s how: Identify your […]
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