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Dr. Abdur Chowdhury, Chief Economist at Capital Market Consultants, Inc., Gives Update on U.S. and Global Economy

HORAN Wealth Management hosted an exclusive event for clients, partners and friends of the firm on Thursday, May 26, 2016, at Trio Bistro. The event featured a presentation from Dr. Abdur Chowdhury, Chief Economist at Capital Market Consultants, Inc. and HORAN’s economic research partner. Dr. Chowdhury spoke about the state of the U.S. and global economy. Dr. Chowdhury is an expert in global...

Pop Icon Prince Gives Us Reason to Finalize That Estate Plan

This article was written by Rick Thomas, Chief Executive Officer of Thomas Financial. Thomas Financial is a firm located in Tampa, Florida, that focuses on estate planning and wealth transfer for high-net-worth individuals and firms as well as business continuation and executive benefits for both the public and private sectors. The world was in shock last month when news broke that the lege...

HORAN’s New Tool Guides Employees Through Financial Stages of Life

Knowledge is power. No matter where your employees are in life, the more they know about handling their finances, the better chance they have of reaching their goals. Education is crucial to investment and retirement planning. HORAN Retirement Advisors meet one-on-one with employees to offer investment education and guidance. The HORAN Retirement Advisor education strategy ensures employees have t...

Bonfiglioli USA Partners with HORAN Retirement Advisors to Improve Employee Retirement Readiness

Bonfiglioli USA, the Kentucky-based subsidiary of Bonfiglioli Group, and a global leader in supplying cutting-edge utilityscale power conversion system solutions, has achieved incredible growth. The company’s profits skyrocketed from $3 million in 2002 to $142 million in 2015. In order to attract and obtain employee talent, Bonfiglioli USA works to make its employee benefits affordable and ...

How the DOL Uses Form 5500 to Target Your Plan for Audit

Twenty-five years ago a team of U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) field personnel (mostly auditors or investigators) would travel twice a year to their respective Internal Revenue Service (IRS) warehouses. Their goal was to review the latest Form 5500 filings and bring back a potential case load for the entire office for the next six months. Each indi...

Forget Your Password... Think P@ssPhrase

According to the Bureau of Justice Statistics, an estimated 17.6 million people, or about 7% of the U.S. population age 16 or older, were victims of at least one incident of identity theft in 2014, the most common being an unauthorized use or attempted misuse of an existing account; for example, fraudulent charges appearing on your bank or credit card statement.  The data also shows that the...

Advisor Roundtable: Mitigating Financial Risk

Recently, a group of HORAN wealth advisors met to discuss the advice and counsel they give to clients to help build and sustain wealth as well as alleviate and mitigate financial risk. The panel was comprised of Rachele Wolf (RW), Senior Account Manager—Investment Retirement Plan Consultant; Christopher Cook (CC), CFP®, Vice President; Mark Bennett (MB), CFA®, Portfolio Manager &...

2016 Summer HORAN Capital Advisors Investor Newsletter

U.S. interest rates fell to all‐time lows after the close of the second quarter. The 10‐year U.S. Treasury yield declined to a record low of 1.32% while the 30‐year Treasury yield reached 2.09%.  Previous lows on the 10‐year Treasury were 1.39% in 2012 and the long bond low of 2.16% in 1946. Many global yields are nearing zero or falling into negative territory, e.g., Germany, Switzerlan...

Ways to Protect Yourself Against Identity Theft

Christopher G. Cook, CFP®, Vice President, penned an article for the spring 2016 edition of the HORAN magazine entitled "Forget Your Password...Think P@ssphrase". The article discusses the importance of making yourself a "hard target" for identity theft by creating strong online passwords (or passphrases) to mitigate the risk of having your financial data stolen. Click here to read "Forget You...

Answers to Your Top Three Health Saving Account FAQs - Winter 2016

Can you use an HSA to pay for long-term care insurance premiums? What happens to your HSA when you die? Can you give your HSA to charity?
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