For The Business Owner

Think Retirement Plan Costs Are Too Expensive?

Think Retirement Plan Costs Are Too Expensive?

Retirement Plan Costs (not as much as you think) It is easy to see why some CFOs, HR Directors, and even small business owners may think that their respective companies cannot afford to provide a 401(k) for their employees. When discussing the opportunity for local... read more
Economic Benefits of Local Small Businesses

Economic Benefits of Local Small Businesses

According to the U.S. Census Bureau, we have close to 19,000 local businesses in our Memphis community. These companies make up a significant portion of the local economy.  The home-grown businesses in Memphis not only provide our community with a... read more

For The Non-Profit

Collaboration: The Key for Non-Profit Partnerships

Collaboration: The Key for Non-Profit Partnerships

Non-profits must often operate with modest means and resources. Those who work in the non-profit sector are constantly operating with limited resources for effective marketing, outreach, and raising awareness for their cause and potential supporters.  However, many... read more
How a Financial Advising Firm Can Help a Non-Profit

How a Financial Advising Firm Can Help a Non-Profit

Earlier this year I had the pleasure of attending Momentum Nonprofit Partners’ Conference – it was an insightful event, especially through the lens of someone working in finance. The speaker mentioned the term “bizsplaining”, as an act where financial professionals... read more
Is your cash reserve fund working smart for you?

Is your cash reserve fund working smart for you?

Many nonprofit organizations have a cash reserve fund of which the primary objective is to take on limited risk. The secondary priority would be the amount of yield that fund is able to get. Considering these two concerns many nonprofits consider just two choices,... read more

For The Personal Investor

What should I do?

What should I do?

Showcased by gains in the S&P 500 for all twelve months, 2017 was the least volatile year in the stock market since at least 1986.  On the flip side, 2018 has not been so kind as evidenced by two 10% declines for the S&P 500 already this year.  With this sort... read more
Are you ready to retire?

Are you ready to retire?

When the time comes, will you be able to retire comfortably?  As retirement age approaches, many individuals belatedly review their finances to see if they can afford to stop working.  However, often, these investors discover that they should have been planning for... read more

For Cash Management

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Behavioral Biases Series

I visualized my grief if the stock market went way up and I wasn’t in it—or if it went way down and I was completely in it. My intention was to minimize my future regret, so I split my retirement plan contributions 50/50 between bonds and equities. —Harry Markowitz, father of Modern Portfolio Theory

I visualized my grief if the stock market went way up and I wasn’t in it—or if it went way down and I was completely in it. My intention was to minimize my future regret, so I split my retirement plan contributions 50/50 between bonds and equities. —Harry Markowitz, father of Modern Portfolio Theory

According to an article published in Seeking Alpha, Regret Aversion “refers to the idea that investors fail to make decisions or take action because of the fear that they will regret it in the future. This bias is closely tied to errors of omission, where an error is... read more
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