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Financial Planning » College Planning 101 Questions & Answers with Jodi Atkin
September 18, 2020 | Financial Planning
Jodi Rosenshein Atkin is an independent college admissions counselor in private practice, working with students throughout the United States. She provides personalized guidance to students and families throughout the college choice process, helping them find a "best fit" academically, …
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IndividualsMarkets & Economy » The 2020 US Elections: Sorting Through the Possibilities
September 14, 2020 | Market Commentary
With the upcoming US federal elections less than two months away, many are starting to ask about possible outcomes and how they may impact markets. The 2020 elections were always going to be a significant event, and the pandemic and subsequent events this year have surely made it even more of a …
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All AudiencesLibrary » Investing Cash Balance Plan Assets
September 13, 2020 | Retirement Plans
Cash Balance plans are the fastest growing segment of the qualified retirement plan marketplace. At the end of 2001, there were 1,477 Cash Balance plans in the United States, representing 3% of all Defined Benefit plans, while at the end of 2017 there were 18,698 (excluding single-participant …
Library » September 2020 Perspective
September 01, 2020 | Market Commentary
Market Recovery Complete The US stock market has fully recaptured its COVID-19 pandemic losses, breaching the highs of February and more. August’s market rise added further gains on top of what had already become a historic rally. The recovery has been led by the usual suspects: growth and …
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All AudiencesFinancial Planning » Webinar: Planning for College During COVID-19
August 28, 2020 | Financial Planning
Navigating the college application process is challenging under normal circumstances – add a pandemic into the mix and it’s enough to make your head spin. Watch as our panel of experts discuss strategies for young adults preparing for college and beyond, as well as timely …
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IndividualsMarkets & Economy » Three Issues We’re Thinking About Right Now
August 28, 2020 | Market Commentary
Between the pandemic, the market, and everything else happening in the world today, it’s been a busy summer. With so many people taking much needed time off, we know it can be difficult to follow the latest in the markets. We have received a lot of questions lately on the status of the US …
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All AudiencesLibrary » Webinar: Cash Balance Plans and 401(k) Plan Combinations
August 27, 2020 | Retirement Plans
Cash balance plans are the fastest-growing segment of the ERISA-qualified plans marketplace. Employer contributions tend to double when a cash balance plan is adopted alongside an existing 401(k) plan, which allows business owners to improve both their own and their employees’ …
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Financial AdvisorsInsights for Non-Profits » The Big Takeaways from the Big Give
August 19, 2020 | Fundraising
We had the opportunity to chat with Natalie Parscher, Vice President for Communications and Marketing at the Columbus Foundation, about the success of their most recent fundraising campaign, The Big Give. The Columbus Foundation launched the fundraiser in 2011 and holds it every 2-3 years. The …
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Financial Planning » Rollover Reminder: Deadline Approaching
August 17, 2020 | Financial Planning
As the end of August quickly approaches, it’s worth reminding retirement account owners and beneficiaries that they have until the end of the month to return (rollover) any Required Minimum Distribution (RMD) amounts withdrawn so far in 2020. Individuals should also ensure that they’ve …
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IndividualsMarkets & Economy » Checking In on the Hotel Industry
August 12, 2020 | Investment Themes
Summer is synonymous with travel and vacation for so many families and individuals. But the bounty of sectors involved in the travel industry have, like so many others, been slashed by the pandemic’s continued takeover, and the hotel industry is no different. Today we’re taking an in-depth …
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