by Greg | Nov 4, 2020 | Blog
By Greg Hart, CFP® I know several successful executives who are at the top of their game. They’re making their company hundreds of thousands of dollars each year. But they’re not doing much to save for their own retirement, minimize taxes, or plan for their estate. ...
by Greg | Oct 28, 2020 | Blog
By Greg Hart, CFP® When it comes to saving for retirement, you want to use all the resources available to you. One such resource many Americans have access to is a 401(k). A 401(k) is a valuable and important tool with many benefits to help you build your nest egg,...
by Greg | Oct 10, 2020 | Newsletter
Macro Overview Worries regarding a second wave of infections heading into the fall, election uncertainties, and wavering economic indicators contributed to a dubious September. Equities paused from their upward trajectory in September, with technology stocks repelling...
by Greg | Sep 29, 2020 | Newsletter
Macro Overview U.S. equity indices rebounded in August to pre-pandemic levels that were last reached in early March of this year. The dramatic recovery in equity valuations came about very quickly and unexpected by numerous market analysts and economists. The Federal...
by Greg | Aug 29, 2020 | Newsletter
Macro Overview A second wave of mandatory business closures that transpired throughout the country is expected to have more challenging ramifications for many employers than the first wave of shutdowns. The amount of stimulus funds and stimulus programs available to...
