Menu
HORAN - Newsroom

No Beneficiary Designation. Who Gets The Money?

 April 20 2017
According to a recent Wall Street Journal article, retirement plans and IRAs account for about 60 percent of the assets of U.S. households investing at least $100,000.¹ Both state and federal laws govern the disposition of these assets, and the results can be complicated, especially when the owner of the account has been divorced and remarried. Therefore, it is important for plan fiduciaries ...

HORAN names Amanda Chapman Chief Compliance Manager

 April 14 2017
HORAN recently announced the promotion of Amanda Chapman to Chief Compliance Manager for HORAN Securities and HORAN Capital Advisors.

The New Administration’s Key Initiatives

 March 16 2017
What is the new Fiduciary Rule and what does it entail? 

A Use for Intra-Family Loans

 February 15 2017
As mentioned in my previous post, borrowing from The Bank of Mom and Dad can be very attractive for a child mostly because of the low interest rates. However, the strategy does benefit the parents too, especially when trying to achieve the nearly universal goal of those with a taxable estate – reduce Uncle Sam’s inheritance as much as possible. 

Intra-Family Loans

 February 8 2017
Borrowing from Mom and Dad after a certain age can make you bristle if you’re otherwise independent and accustomed to supporting yourself. However, it can make solid financial sense for both parties in certain cases.

Millennials, Coffee and Compound Interest

 January 30 2017
I have a confession – I am a millennial. I like participation awards. I value experiences more than things. And I have a deep love for coffee. Anyone who has ever heard me talk about budgeting knows my “fun money” goes to Starbucks and my husband’s goes to craft beer (he’s also a millennial). A recent survey from Acorns, a microinvesting app that saves spare chan...

A New Administration in Washington: How Will Trump’s Policies Affect Taxes, Investments and the Markets?

 January 27 2017
Today is a historic day. Early this afternoon the 45th president of the United States was sworn into office. No matter your political stance and beliefs, it's undeniable that this unique and peaceful transfer of power every four years demonstrates the beauty and the grace of our democracy. 

HORAN Creates New Executive Leadership Positions To Support Rapid Growth & Expansion

 January 17 2017
Today HORAN announced the creation of two new senior level positions to support rapid growth and expansion. Valerie Bogdan-Powers was promoted to Chief Business Development & Client Relations Officer for HORAN’s Health Benefits Department and Keith Cheesman was appointed to Chief Operating Officer for HORAN Securities. Both positions will support the firm’s accelerated growth and m...

HORAN Releases 2017 Tax Guide

 January 1 2017
HORAN publishes an annual Tax Guide to serve as a reference tool for key tax items. We hope this will be a useful resource for you throughout the new year. If you would like us to mail laminated copies for you or your colleagues, please do not hesitate to contact your HORAN advisor and we will be happy to mail you hard copies.

What Fiduciaries Can Learn from the LaMettry’s Collision, Inc. Case

 December 7 2016
Debbie Damberg and Tony Severson, two of 114 participants in the LaMettry 401(k) Profit Sharing Plan, filed a class action lawsuit against LaMettry’s Collision in May 2016. What made the 401(k) industry take notice? The plan’s investment value totaled less than $10 million. Historically, similar class action lawsuits have been considerably larger in asset market value.
Page 1 of 2First   Previous   [1]  2  Next   Last