As a financial planner, I find myself working with people from all over life’s spectrum. People in the early stages of their careers, people building their career and family, those who are looking forward towards a fast-approaching retirement, people who’ve just retired, and others who have been retired for quite some time. I can tell …
With nearly 40 record highs posted by the S&P 500 this year, it’s hard to find a large group of analysts or investors who are feeling anything other than worried and fearful of what that means for market performance for the rest of the year and beyond. Welcome to the stock market of 2021! The …
Henry+Horne Wealth Management President Michael Carlin discusses the current capital market environment, and what we can expect from the third quarter of 2021.
One of the most common questions we receive from 401k participants is whether or not it is a good idea to take a loan out from their 401k plan account. I applaud those that take the time to ask this question first and not rush to a decision without taking all the data into consideration. …
As we enter the summer months in Arizona, and the extreme weather that often comes with the hottest time of the year, there is no better time to think about your property and casualty coverage. It’s an ideal opportunity to think about the type and coverage amounts on your home(s). Even though we don’t about …
As a Plan Sponsor, do you really know the steps you need to take as a fiduciary for your retirement plan? Andrea L. Donaldson, Vice President, Retirement Plans, Henry+Horne Wealth Management and Theresa Conti, APR, QKA, ERPA, CPFA, President, Sunwest Pensions give you real information on who is a fiduciary, basic fiduciary governance and some practical steps …
With the rise of the COVID-19 pandemic home deliveries exploded. Companies like DoorDash, UberEats and Instacart experienced exponential increases in orders as the in-person U.S. economy shut down. As home delivery orders rapidly increased, the number of drivers for these companies multiplied to meet demand. Meanwhile during the shutdown, millions of jobs were lost leaving …
Henry+Horne Wealth Management President Michael Carlin and Joe Taiber with Taiber Kosmala & Associates, a Chicago based investment firm, discuss the current capital market environment, and what we can expect from the second quarter of 2021.
Compiling and processing payroll can be a struggle, regardless of your company size. This tedious and stressful process can unfortunately lead to errors. Andrea Donaldson, Vice President of Retirement Plans, Henry+Horne Wealth Management and Joey Miller, HCM Account Executive at Paylocity discuss the top five common payroll topics to be aware of and how you can avoid …
Andrea Donaldson, Vice President of Retirement Plans, Henry+Horne Wealth Management walks you through the latest updates to retirement plan regulations. Watch video