by Dave Hoshour | Apr 18, 2019 | Blog-Investments
Any employer offering a qualified retirement plan like a 401(k) has a duty to monitor the plan, including the plan fees and the performance of the funds in the plan lineup. That does not mean that those who oversee the plan can be sued for underperformance as such....
by Dave Hoshour | Oct 26, 2018 | Blog-Investments
Party Over? I sold some stock positions the other day in many accounts for individual clients, positions that were declining more rapidly than the benchmark S&P 500 Index, which is now down over 8% over the last month and has lost all its gains for the year. This...
by Dave Hoshour | Aug 28, 2018 | Blog-Investments
The new tax law added a limit to the income owners of many kinds of professional corporations (like many medical practices) can earn and still keep the 20% qualified business income deduction this year. For those filing jointly, the phaseout of eligibility starts at...
by Dave Hoshour | Aug 24, 2018 | Blog-Investments
What is the #1 issue with the oversight of 401(k) plans? No question, it is APATHY on the part of plan sponsors. Nothing else is even in the ballpark. In a typical plan, Joe, who’s been the guy providing the plan for years, stops in once or maybe twice a year,...
by Dave Hoshour | Aug 13, 2018 | Blog-Investments
Differentiation – Maybe instead of telling others that we are different, we ought to show them the difference by not focusing so much on our success as on enabling their success. In the end, we are successful because we contribute to the success of others. When...
