Wednesday Donuts

“Anyone seen Curt?” “Is Curt here yet?” “Where’s Curt?” Curt Gupton is definitely the most popular person in our office on Wednesday mornings. That’s because he brings the donuts (and bagels). This tradition was started many years ago by Jay Sanford, who would bring in donuts or bagels on an almost weekly basis. At the  Read more ➝

Customizing Plan Design

Retirement plans come in all shapes and sizes: DC Plans, DB Plans, Non-Qual, 401(k), 403(b), 401(a), 457, SEP IRA, Simple IRA, Roth IRA, Cash Balance, HSA… and any other number letter combinations that you can think of. The simple truth is that there is no one-size-fits-all version of a retirement plan; and as a plan  Read more ➝

Volatility During Healthy Markets

After more than 18 months of nearly uninterrupted advances, the U.S. equity markets started declining last week, with a large sell-off on February 5, 2018. Although it is always difficult to endure these declines when they’re occurring, it’s important to focus on the underlying fundamentals of the economy and the markets, which are pointing to  Read more ➝