The world as we see it
10.25.2019
Cybersecurity for Plan Sponsors: What You Need to Know and What Actions to Take
Retirement plans
By Chris Foster
Today, it is hardly surprising that the term “cybersecurity” is ubiquitous as the issue that regularly makes news headlines around the world.
Read More10.15.2019
Choosing a Retirement Plan
Retirement plans
By Chris Foster
Employers recognize that providing tax-favored retirement benefits makes good business sense. Prospective employees consistently rank the presence of a retirement plan as an important factor in deciding whether to accept a job offer.
Read More09.30.2019
Paying Too Much in Taxes? Consider a Cash Balance Plan
Retirement plans
By Chris Foster
The retirement plan landscape has undergone a series of radical changes in recent decades. For a long time, the traditional pension plan was dominant. Under these plans, employers put money into funds that pay retired workers, and sometimes their survivors, a regular income for the…
Read More08.23.2019
Looking at the Big Picture: Non-Portfolio Assets Matter
LPCs/CCRCs
By Jim Jeffery
The Non-Profit Navigator
Indeed, it’s really important to ensure that one is solving for the right problem. After all, arriving at any answer is not challenging, but arriving at the right one—one that will further your cause—is considerably more taxing. All investors can be guilty of a little…
Read More05.23.2019
A Fine Balance: Aligning Fiduciary Duty with Your Strategic Mission in Continuing Care Communities
LPCs/CCRCs
By Jim Jeffery
The Non-Profit Navigator
The popularity of communities designed for adults in retirement or even pre-retirement phases is rising. Whether it’s salsa lessons, zero emissions buildings, gourmet cooking or entrance fees, community members are becoming increasingly discerning.
Read More03.15.2019
The Importance of Financial Wellness
Retirement plans
By Chris Foster
Numerous recent studies highlight the fact that American workers of all ages may not be saving enough to maintain their current standard of living during retirement. Indeed, many workers lack confidence that they will ever be able to afford to retire.
Read More02.04.2019
Using Municipal Bonds to Enhance After-Tax Returns
Private wealth management & investing
By Procyon
Municipal bonds may be attractive investments for high-net-worth individuals because their income returns are usually exempt from federal incoem taxes and, in some cases, state and local income taxes.
Read More12.09.2018
Using 529 Plans to Invest for Education and Transfer Wealth
Private wealth management & investing
By Procyon
Section 529 plans are state-sponsored education savings plans that allow flexibility in choosing a school and the opportunity for late starters to make sizable investments while reaping tax breaks.
Read More10.16.2018
Managing Risk in Your Portfolio
Personal finance
By Chris Foster
In order to figure out how to manage risk, you must first understand it. Investment risk — or the risk of losing investment value — comes in many forms.
Read More