
January 2019
Earnings Season Update: January 25, 2019
401(K) & IRA Management • Investment Management
To date, 22% of the companies in the S&P 500 have reported actual results for Q4 2018 In terms of earnings, the percentage of companies reporting actual EPS above estimates (71%) is equal to the five-year average. In aggregate, […]
Weekly Market Update – January 28, 2019
401(K) & IRA Management • Investment Management
Last Week Fed Officials May Be Eyeing Early End To Balance Sheet Runoff. The Federal Reserve’s newfound flexibility has led Fed leaders to discuss the possibility of holding a larger portfolio of Treasuries than previously expected when the original wind-down began two […]
Weekend Reading – Lucky Number 13: The GST Tax and Righting 13 Wrongs
401(K) & IRA Management • Investment Management
Setting the record straight on the Generation-Skipping Transfer tax Forty plus years following the GST tax’s introduction into the tax code and the hits still keep coming. You’ve heard the list of complaints ( and even might have voiced them […]
A Conversation With Laura Kiesel
In the News
Chief Administrative Officer Laura Kiesel interviewed by the Springfield Business Journal Laura Kiesel sat down with the Springfield Business Journal to discuss company growth, market trends, and job responsibilities. Laura has over 30 years of knowledge in the financial […]
Smart Consumer Series – Cyber-scam of the Week
Financial & Estate Planning
The boss needs Itunes Gift Cards for customers NOW… If you ever wondered what a spear phishing attack looks like, see the email exchange below Did you know that one of the first things hackers try is to see if […]
Weekly Market Update – Jan. 22, 2019
401(K) & IRA Management • Investment Management
Last Week Chinese Trade, Industrial and Sales Trends Fall. Chinese imports fell 7.6% year-over-year and exports dropped 4.4%. Global equity markets responded negatively Monday with all major regions down for the day, with the steepest declines coming out of emerging markets. […]
Tylar Grant A Springfield Business Journal Newsmaker
In the News
Check out Tylar’s feature in SBJ’s Newsmakers As Marketing & Administrative Assistant, Tylar works closely with the team to make our marketing goals a reality. Tylar engages both our internal team and external stakeholders in our branding and marketing […]
Martin Luther King Jr. Day – Remembering a Hero
In the News
Today we honor Martin Luther King Jr. His dedication to eliminating racial inequality through non-violent acts will never be forgotten. With great credit to Dr. King, African Americans were able to achieve genuine progress towards racial inequality. Dr. King is […]
Weekend Reading – Uncertain Markets, Unending Shutdown
401(K) & IRA Management • Investment Management
Making Sense of the Market & “Shutdown Shock” It is hard to know precisely what is on the mind of the markets; wide intraday swings experienced last month suggest mood shifts were substantial and frequent. But a series of concerns […]
Cyber War, Cyber Crime and Protecting your Business
Financial & Estate Planning • In the News
Our very own Operations Manager Diane Musick participated in this weeks’ Expert Edge series at the Springfield Chamber on Cyber War, Cyber Crime and Protecting your Business. Attendees learned five ways to protect your data from scammers, cyber crime and […]