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Recent Blog Posts

When Oil Prices Rise: What It Could Mean for Your Money

Personal Investor

July 23, 2026

How geopolitical events can influence inflation, interest rates, and investment markets.

Oil Shock and AI Spending Fears Pressure Risk Assets

Personal Investor

July 23, 2026

Markets sold off as two separate worries hit risk appetite at the same time: escalating US-Iran tensions pushed Brent crude above $100, while investors questioned whether huge AI capital spending will translate into enough near-term profit growth.

Tracking Annual Limits and Catch-Up Contributions: Helping Employees Maximize Tax-Advantaged Saving

Personal Investor

July 23, 2026

Every year, the IRS adjusts the contribution limits for 401(k) plans, IRAs, and other tax-advantaged accounts to keep pace with inflation.

Checking Contribution Timing: Are Employee Deferrals Being Deposited Promptly?

Retirement

July 21, 2026

When employees choose to defer part of their pay into your 401(k) plan, they’re trusting that those dollars move from payroll into the plan quickly and consistently.

Eligibility, Entry Dates, and Compensation Definitions: A Mid Year Check for Business Owners

Retirement

July 21, 2026

For business owners sponsoring a 401(k) plan, three core concepts shape how the plan works every day: who is eligible, when employees enter the plan, and what counts as compensation for contributions and testing.

Inflation Cools, But the Fed Isn't Ready to Call It Over

Personal Investor

July 20, 2026

Inflation just posted its biggest surprise of the year. June's CPI fell 0.4% — the first monthly drop in six years — but don't get too comfortable.

Markets Pause as Earnings Optimism Offsets Tech and Geopolitical Jitters

Recent Blog Posts

When Oil Prices Rise: What It Could Mean for Your Money

Oil Shock and AI Spending Fears Pressure Risk Assets

Tracking Annual Limits and Catch-Up Contributions: Helping Employees Maximize Tax-Advantaged Saving

Checking Contribution Timing: Are Employee Deferrals Being Deposited Promptly?

Eligibility, Entry Dates, and Compensation Definitions: A Mid Year Check for Business Owners

Inflation Cools, But the Fed Isn't Ready to Call It Over

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