The Morning View: April 16, 2025

The Morning View: April 16, 2025

https://vimeo.com/1076062555 Announced this morning, Retail Sales increased 1.4% in March, as expected and a rebound from the flat reading the previous month. The Control Group, which is a closer measure of the inputs for GDP that excludes sales for food, autos,...

The Morning View: April 16, 2025

https://vimeo.com/1076062555 Announced this morning, Retail Sales increased 1.4% in March, as expected and a rebound from the flat reading the previous month. The Control Group, which is a closer measure of the inputs for GDP that excludes sales for food, autos,...

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Retirement Times: May 2016

Retirement Times: May 2016

Oversimplification in Target Date Funds Endangers Participants’ Retirement Savings How are custom solutions evolving to mitigate risk? Part II Last month we featured Part I of Oversimplification in Target Date Funds Endangers Participants’ Retirement Savings - How are...

Retirement Times: May 2016

Lessons from Celebrities

Money Matters (May 2016) By Chuck Dudley PUBLIC REVELATIONS ARE OPPORTUNITIES TO LEARN As a nation, there seems to be an obsession with celebrity culture. What are the movie stars wearing?! Tell us about their kids! What beaches are they heading to!!!! The headlines...

Retirement Times: May 2016

Lessons Learned Along the Way

Money Matters (April 2016) By Chuck Dudley A Tribute to My Mentor None of us will ever accomplish much in this world without help.  That help may come in the form of advice, experience, money, recognition or some other type of assistance. For many, it is a person that...

Retirement Times: May 2016

Retirement Times: April 2016

  Oversimplification in Target Date Funds Endangers Participants’ Retirement Savings   How are custom solutions evolving to mitigate risk? Since the Pension Protection Act of 2006, target date funds (TDFs) have increasingly found their way into retirement...

Retirement Times: May 2016

Retirement Times: March 2016

2016 Tax Saver’s Credit Participants may be eligible for a valuable incentive, which could reduce their federal income tax liability, for contributing to your company’s 401(k) or 403(b) plan. If they qualify, they may receive a Tax Saver’s Credit of up to $2,000...

Retirement Times: May 2016

Retirement Times, February 2016

Table of Contents A Turbulent Start to 2016 Importance of Prudent Process to Monitor Investment Options Investment Policy Statement Review: Beyond the Obvious What Constitutes Proper Documentation of Retirement Plan Committee Meetings?   A Turbulent Start to 2016...

Retirement Times: May 2016

Some Thoughts as We End/Begin a Year

For The Church, It's Advent Chuck Dudley Our discussion Sunday in church was about how fast the year had gone and that it was about over. We were then 'corrected' in that the church calendar begins anew with the Advent Season. The Alpha and Omega if you will. As we...

Retirement Times: May 2016

Profiles in Success: Art Eatables

Every quarter we cover a business, organization, or entrepreneur that embodies what it means to be successful. This time, we headed up to Louisville, KY to visit Art Eatables. Art Eatables, founded by Kelly Ramsey, is a chocolate shop that creates some of the best...

Retirement Times: May 2016

Estate Planning Experts: Atlanta Part 3 of 3

Estate Planning Experts: Atlanta Protecting Your Legacy and Peace of Mind Part 3 of 3 Argent Trust is proud to have been selected in the 2016 edition of “Estate Planning Experts”. The book’s author, Shane Smith, Esq, is an Atlanta attorney that wanted to share...

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