by dkelley | Feb 23, 2022 | blog
Market Outlook Markets continued to set records in 2021 with the S&P 500 closing near record highs. 2021 was a tale of three stories. In the first part of the year, markets were driven higher led by cyclicals and small caps. Then came fears over the delta...
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 | 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 | 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...
