Human Investing

2024 poses unique challenges with the convergence of Fed Policy and the Presidential elections. In Human Investing's latest blog, Dr. Peter Fisher & I explore how Fed policies and the Presidential elections shape market dynamics and offer strategies to guide investors through choppy waters. https://lnkd.in/gua5YNPh

Thank you to everyone who joined us for our first Human Investing x Endeavor Retirement Masterclass in Retirement with Bonnie Treichel! It was a delightful event educating Retirement Plan Sponsors on fiduciary (and settlor!) roles & responsibilities, sharing about common plan errors, and providing attendees with impactful takeaways to apply to their own Retirement Plans. Missed the event? Feel free to reach out and I'd be happy to share our presentation highlights. Thank you, too, to our awesome sponsors who supported this inaugural event: Fidelity Investments, The Standard, Jensen Investment Management, Vanguard, & Ascensus Bonnie Treichel Andrew Nelson Camryn Ronnow Jacque Sunderman, CEBS Ryan Laughlin Mike Maxfield Mark LaMontagne Chris Wolfe QPFC, APA Ellie (Bullitt) Rawls Rachael Brumund Shannon Contreras Maria Pupillo, QKA Trenton Schrader, CRPC®

If you have a registered entity with the Secretary of State, check out our most recent article to understand BOI Reporting requirements for 2024.  https://lnkd.in/gHpQ3yxz

If you have been impacted by the current restructuring Nike, check out our Nike Layoff Survival Guide to help navigate the many financial decisions you will need to consider.

Bonds can be surprisingly complicated for such a common investment. For those looking for an introduction or refresher, check out my new blog on the basics of bonds https://lnkd.in/gPYfFNgj

We want to be a starting point if you need answers to common questions surrounding your 2023 tax filing. Join Andrew and Austin for our annual tax prep webinar.

Human Investing has been hearing lots of clients with concerns about the 2024 election. So we took a look what impact political parties in power have had on the markets

For more than 14 year's I've seen Andrew Nelson work hard, dig in, serve clients and make many friends along the way. With his likability and strong experience in his role leading our 401(k) team, Andrew will now take on the role of Director of Business Development. He will continue to work with our 401(k) Team while also partnering with our Wealth Management Advisor's to share more of what we do with people searching for solid financial solutions. We couldn't be happier about this and if you are too....Send him a congratulations!