Markets tumbled and then rose quickly though as of 3/31/2020, they were still below the recent all time highs. By Q3 large caps (SP500) were setting new record highs.
State Law meets Excellent Federal Law for a BIG WIN for California Small Business Employees and Employers
SECURE Act passed Dec. 20, 2019 – Much to Know and Consider!
A Call to Courage
Medicare Primer - All you need right here.
Q1 2019 Market & Model Performance Review
2018 Full Year and Q4 2018 Quarterly Performance and Market Report
A Transformed Investor’s View of Market Volatility
Subject Matter Experts & 401(k) Plans & Keeping an Open Mind
A Great Tax Reform Benefit for Successful Small Business Owners - Most Don't Know!
The new Tax Reform Law in place since 1/1/2018 offers a potential opportunity for successful small business owners to sock away a significantly large pre-tax retirement plan contribution and have much of it "funded" by lower taxes. Even many tax pros are not aware and you need to act fast as 12/31/2018 is almost here!