Blog

Insights, ideas, and perspectives to help you make informed financial decisions.

Market Review – April 2024

Ripple Effects The impact of military conflict on markets April 2024 Key

Self-Employed (Solo) 401(k): A Retirement Plan Option for Solo Entrepreneurs

Solo 401(k)s are specially designed for small businesses with no employees, including

Simple Employee Pension (SEP) IRA – 2025

If you’re a small business owner or self-employed individual looking for a

Savings Incentive Match Plan for Employees (SIMPLE IRA) – 2025

Lots of small business owners want to help their employees save for

How Do Self-Employed 401(k) Contributions Affect Take-Home Pay? And Other 401(k) Questions

By Cliff O’Conner, Financial Advisor Question 1: Does my 401(k) contribution amount

Market Review – February 2024

Every Rose Has Its Thorn The Cautionary Tale of Valuation February 2024

2024 Market Outlook

Prepare Not Predict Interest Rate Challenges into Opportunities December 2023 Key Observations

Market Review – November 2023

Market Review Cheerful for the Holidays Markets rallied in November giving investors

Key Person Disability and Life Insurance: Protect Your Business

As a small business owner, safeguarding your enterprise’s assets and growth is