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Our wealth management and retirement plan teams use our in-house experience and expertise to help our clients achieve their financial goals. We uncover missed opportunities that help our clients minimize their taxes and maximize their wealth.
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Company retirement plans are important to us. Our team of actuaries and analysts can provide the high level of attention and service that our clients deserve. We handle the day-to-day details and ever-changing regulations of company retirement plans.Learn More
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Retirement Plans are flexible. We educate businesses on plan design possibilities. Whether a client’s goal is to attract top talent, maximize tax-savings for the company’s principals or achieve other unique objectives, we have the expertise to customize a plan specifically for our clients.Learn More
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Recent Blog Posts
See our recap of August's key statistics and market commentary below.
50 Bitcoin topped $50,000 in August before finishing the month at $47,070. The flagship cryptocurrency (along with many other digital coins) has been on an impressive rally since lows in mid-July as the new asset class demonstrates staying power.
7 August represented the 7th straight month of positive performance for the S&P 500; the index was last negative in January when it lost 1.01%.
10 The Job Openings and Labor Turnover Survey (JOLTS) showed that job openings increased to an all-time high of 10.1 million jobs in June. Subsidies to federal unemployment insurance and changing attitudes within the workforce are among contributors to the high number.
The IRS has announced that, for qualified retirement plans adopted in 2021 retroactive to the 2020 plan year, a 2020 Form 5500 will not be required.
See our recap of July's key statistics and market commentary below.
-8.27% The energy sector was the worst performer in July, losing 8.27%. The decline was due both to the fears of future lockdowns caused by the Delta variant of Covid-19 as well as an OPEC deal in July that boosted the production of oil.
54.72% The difference between the best and worst performing stock style in July was 8.14% as Large Growth companies crushed Small Value companies. The “traditional economy” stock rally has lost some steam this summer.
-13.96% Chinese stocks, as measured by the iShares MSCI China ETF, lost 13.96% in July after the Chinese government retaliated against a large Chinese technology company for listing shares in the U.S.
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