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James Esposito

Qualified Plans Consultant

Library » Small Business Retirement Plans and Recent Tax Reform

August 17, 2018 | Retirement Plans

With the passing of the Tax Cuts and Jobs Act (TCJA) in December of 2017, business owners may be asking how it might impact a currently sponsored qualified retirement plan, or they may be considering adopting one for the first time. In fact, one of the new tax deductions under TCJA may result in …

Markets & Economy » Why Investors Should Consider a High Yield Bond Allocation

August 09, 2018 | Investment Management

For the past three decades, bond markets have been on one of the most impressive bull runs in history. In fact, since 1987, bonds have returned 10% or more in 29% of calendar years compared to just 11% of the time between 1926 and 19861. As a result, investors have largely been able to meet their …

Andrew DelMedico, CFP®

Financial Planning Coordinator/Senior Consultant

Financial Planning » It’s Not Too Late to Compound Your Savings for Retirement

August 07, 2018 | Planning for Retirement

For anyone who reads, watches TV, or browses social media, it should come as no surprise that Americans, on average, are underprepared for retirement. In fact, struggling to find a way to save enough to fund a comfortable retirement is an issue that spans generations. While retirement health …

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Individuals

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401(k)

Financial Planning » Webinar: Financial Planning FAQs

August 02, 2018 | Financial Planning

Whether you are a young professional, retired, or approaching retirement you likely have questions about what you can do today to be better financially prepared for your future. We revisited our most frequently asked questions our experts receive on financial planning topics …

James Esposito

Qualified Plans Consultant

Library » How Business Owners Can Profit from the Tax Cuts and Jobs Act

July 30, 2018 | Tax Planning

  The Tax Cuts and Jobs Act brought sweeping changes to the tax code, but business owners may come out on top. Find out if you meet the requirements and what steps you can take to take advantage of the new deduction. Have questions about the new tax laws and qualified plans? …

Markets & Economy » Can Electric Vehicles Spark Investment Opportunities?

July 18, 2018 | Investment Themes

Part Two of a Two-Part Series In Part One of our Two-Part Series, we discussed broad trends that are unfolding in the electric vehicle (EV) space. Today, we discuss investment implications from the rise in demand for EV-related commodities. In the wake of rising popularity of electrically- …


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