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James Esposito

Qualified Plans Consultant

Library » Cash Balance Plans for Owner-Only Businesses

October 02, 2020 | Financial Planning

There are over 26 million owner-only businesses in the nation today. Many of these businesses can benefit from substantially increased retirement savings through the use of cash balance or traditional defined benefit plans. In general, an owner-only business consists exclusively of owners, …

Jay Welles

Managing Director of the Technology Group

Library » Tech Industry’s Long Run

September 28, 2020 | Market Commentary

The tech industry has been on an awe-inspiring run for several years now, and the sector’s dominance continues to be at the front of investors’ minds. Currently, there’s a lot of dialogue surrounding the mega-cap tech stocks, and their overwhelming market power. The top-ten contributors to the …


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