by dkelley | Oct 13, 2021 | blog
Acronym Circus In 1981 The Johnson Companies created the first 401 (k) plan which allowed employees to contribute to their retirement plan through payroll deduction. So, from an employee perspective this is simple, how much do you want to contribute and where would...
by dkelley | Aug 27, 2021 | blog
Job openings available, but Workers unwilling to work! In February of 2020 US unemployment was 3.5%, this represented 50 year low and employers could foresee a possible labor shortage on the horizon. Then the pandemic hit in February of 2020 and unemployment rose to...
by dkelley | Jul 26, 2021 | blog
“Do not regret growing older. It is a privilege denied to many.” – Anonymous Aging is an act that many individuals want to make gracefully. However, it is important to know that risks exist throughout all life stages. Today, let’s focus on risks in the...
by dkelley | Jul 23, 2021 | blog
Q3 2021 Global Asset Allocation Views Market Review Stocks hit new highs as pandemic recedes – equity markets were finally able to hit new highs in June after trending sideways during the first part of the quarter. The latest grind higher was led by big tech after...
by dkelley | Jul 14, 2021 | blog
Inflation! Should I Be Worried? I don’t know about you, but recently every time I go into a store shopping for some item I am in need of there is a little sticker shock. It seems prices are rising on a many of the items we use on a normal basis. Gas prices have surged...
by dkelley | Jun 18, 2021 | blog
Securing the New Normal Historically a company was focused on 4 walls: the walls that encompassed employees, a culture, and a secure environment that houses sensitive data as it pertains to not only your clientele, but also your employees. 2020 taught us that work...