Reading Time: 8 minutes March Market Summary The market is attempting to catch its breath as the first quarter of 2022 ends. There was no shortage of events for the market to navigate, including the Federal Reserve’s first interest rate increase since December 2018,...
Reading Time: 5 minutes February Market Summary The S&P 500 Index produced a -3.0% total return during February, underperforming the Russell 2000 Index’s +1.0% total return. For the second consecutive month, Energy was the only S&P 500 sector to post a...
Reading Time: 2 minutes Implementing a 401(k) plan for your employees is good business. It means you’re thinking strategically, that you care for your employees, and are focused on the long-term health of your company. Implementing a retirement plan: Can help...
Reading Time: 3 minutes If you’re a small business owner, you’ve invested a great deal of time and effort into building your company. With day-to-day demands, imagining your eventual transition into retirement may not be easy. Yet, if you want to build personal...
Reading Time: 2 minutes As of 2017, about two-thirds of all nonprofit organizations in the US had annual budgets of less than $1 million. For these non-profit organizations where every penny has a purpose, having the services of a financial professional can be...
Reading Time: 2 minutes Small businesses are part of the backbone of the US economy, providing jobs, services, products, and stability for millions of families. But how much do you really know about small businesses? Test your knowledge with our seven-question quiz....
