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Markets & Economy » Telehealth is Finally on the Rise
June 17, 2020 | Market Commentary
Like so many technological advancements of the last few years, telehealth and virtual care have been on the rise. In the past, virtual medical care has struggled to take off. It has mostly been utilized by those unable to leave their homes, individuals in rural areas, or those dealing with …
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All AudiencesInsights for Non-Profits » Webinar: Impact of CARES Act and SECURE Act on Non-Profits
June 12, 2020 | Fundraising
We partnered with AFP of Western New York to give a presentation on the CARES and SECURE Acts, and the highlights, challenges, and opportunities that they present to non-profits.
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All AudiencesMarkets & Economy » Retail Dominoes Start to Fall
June 05, 2020 | Investment Themes
It may feel like we’ve been picking on retail for the past few years, but it hasn’t been without reason. The consumer retail sector has historically been a hotbed of creative destruction, and this time is no different. Even in normal times, buyer ‘wants and needs’ are ever changing. Products …
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All AudiencesLibrary » June 2020 Perspective
June 01, 2020 | Market Commentary
Is Recovery in Sight? The market rally from last month continued as stocks reacted positively to improving predictions for the Coronavirus’ future path. Hopeful news on a vaccine has driven investor sentiment upwards and reopening measures could allow certain areas to see a significant economic …
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All AudiencesLibrary » Webinar: Cash Balance Plans: Maximizing Benefits for the Business Owner
May 29, 2020 | Financial Planning
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 » Virtual Reality: How to Transition an In-Person Event During a Pandemic
May 29, 2020 | Fundraising
Catherine Pulver Vice President of District Operations & Strategic Initiatives Junior Achievement of Central Upstate New York Guest contributor, Catherine Pulver, shares how her organization was able to reimagine and successfully transition an in-person event to a virtual event amidst …
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All AudiencesMarkets & Economy » How Coronavirus is Changing the Way We Pay
May 21, 2020 | Investment Themes
The current pandemic and quarantine have changed the way consumers shop and make purchases. Across the country, people are stuck at home and still need to get things. They’re realizing, whether they knew it before or not, that they don’t only have to buy things in big box stores. In many …
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Financial Planning » Is Now the Time to Convert a Traditional IRA to a Roth IRA?
May 18, 2020 | Planning for Retirement
Traditional and Roth IRAs are two powerful tax-advantaged savings vehicles. The primary difference between the two is that qualified contributions to a Traditional IRA are deducted from taxable income the year made and included in taxable income when withdrawn. On the other hand, Roth …
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Individuals
Library » Profit Sharing Allocation Methods - The Better Part of Discretion
May 13, 2020 | Retirement Plans
Most Profit Sharing/401(k) Plan sponsors have the basic understanding that the plan contributions must not discriminate in favor of the owners and other highly paid participants over non-owners and non-highly paid participants. Many business owners interpret this to mean “I can’t contribute more …
Financial Planning » Webinar: Planning Considerations for Today
May 12, 2020 | Financial Planning
Given the current environment and market volatility, uncertain times can highlight the importance of being prepared and they may also present opportunities for making important changes to your current plans. Join us to learn some financial planning strategies that you may want …
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