5 Retirement Mistakes Small-Business Owners Make

And How to Avoid Them


Small-business owners are an essential component of keeping America’s economy churning. In the United States, small businesses with 500 or fewer employees make up 99.7% of companies.

Too often, however, small-business owners spend so much time and energy building their companies, they neglect their personal financial futures. They might consider their companies to be their retirement plans, but don’t create the structure or strategy necessary for turning financial success into a meaningful retirement.

With this report, our goal is to help business owners avoid costly mistakes and confidently plan for the retirement they deserve.Read More »

Monthly Economic Update: July 2019



Hello, Derek Merkler here with my monthly economic update video for July 2019.

After a disappointing May, U.S. stock markets roared back in June. The S&P 500 picked up 6.9 percent, the Dow Jones Industrial Average rose 7.2 percent, and the NASDAQ Composite gained 7.4 percent.[1]During the month, the S&P 500 reached a record high, while the Dow Industrials and the NASDAQ Composite came within a whisper of their historical peaks, which they’ve since broken at the beginning of July.1Read More »

Down Week Ends Strong Month

Weekly Commentary — July 1st, 2019

The Week on Wall Street

A month of gains for stocks ended with a weekly retreat. The S&P 500 lost 0.30%; the Nasdaq Composite, 0.32%; the Dow Jones Industrial Average, 0.45%. In contrast, overseas shares, tracked by the MSCI EAFE index, advanced 0.14%.[1],[2]

Last month was the best June for the blue chips since 1938; the best month for the S&P, since 1955. The Dow gained 6.9% in June, the S&P 6.2%.[3]

Read More »