After years of arguments with the IRS regarding the use of forfeitures to offset Qualified Non-Elective Contribution, (QNECs), Qualified Match Contribution, (QMACs) and Safe Harbor Contributions, the IRS has finally relented and agreed forfeitures can …
The expansion of workplace health & wellness programs over the last decade has led to an astonishing proliferation of strategies, gadgets and technologies that help employers reinforce healthy habits among their employees.
Over three weeks ago, approximately 127 million citizens of this great country went to the polls to cast a vote for President. Before Mr. Trump had been declared the winner, the capital markets reacted violently …
LAMCO Advisory Services, Inc. has released its Q3 2016 Market Commentary. A copy can be downloaded here.
The Internal Revenue Service (IRS) announced cost of living adjustments (COLAs) affecting dollar limitations for pension plans and other retirement-related items for Tax Year 2017. In general, many of the pension plan limitations will change …
LAMCO Advisory Services, Inc. has released its Q2 2016 Market Commentary. A copy can be downloaded here.
So after only three full days since the UK voted to “divorce” themselves from the European Union, it is not surprising that the world still has more questions than it does answers.
As Ben Graham pointed out, and Howard Marks reminded us in his latest letter, “the day-to-day market isn’t a fundamental analyst; it’s a barometer of investor sentiment”. Investor has turned decidedly negative since the …
After negative equity market returns in 2015, hopes of a more prosperous 2016 were dealt an early blow. Widely reported, last week represented the worst start to a new year in history and one of …
After negative equity market returns in 2015, hopes of a more prosperous 2016 were dealt an early blow. Widely reported, last week represented the worst start to a new year in history and one of …