As market, economic and regulatory events occur, many questions are raised regarding the impact on personal finances and business operations. Through our “Market Insights” broadcasts, the professionals at BKD Wealth Advisors offer insights and commentary to address common issues surrounding the market, financial planning and retirement plans.
Retirement Readiness & Employee Education
February 2012
Employee education has become a key focus for retirement plans. But have plan sponsors implemented the proper tools and educational programs to help employees prepare for retirement? Steve and Jack address common questions and offer insights on how employee education plays a key role in retirement readiness. You’ll learn how plan sponsors can structure retirement plan education programs to assist employees with retirement readiness and much more.
Steve Toomey, firmwide leader of BKD Wealth Advisors’ Benefit Plan Consulting division, and BKD Wealth Advisors President Jack Thurman
Crisis in Confidence
December 2011
Perceptions of a struggling U.S. economy continue to push the U.S. market lower. But are economic conditions really to blame? BKD Wealth Advisors President Jack Thurman and Chief Investment Officer Jeff Layman address common questions and offer insights related to our current economy and market environment. You also will learn the differences between “hard” and “soft” economic data and how they may help when making investment decisions.
BKD Wealth Advisors Chief Investment Officer Jeff Layman & President Jack Thurman
Industry Trends – Plan Sponsors & Participants
October 2011
Do you know what’s happening with your retirement plan? For plan sponsors and participants alike, understanding plans and trends are vital. In this podcast, Steve and Jack address key industry trends plan sponsors and participants should be aware of. You’ll also learn what plan sponsors can do to help employees defer more for retirement, ways the investment selection process within retirement plans can be simplified and concerns with target date funds.
BKD Wealth Advisors President Jack Thurman & firmwide leader of BKD Wealth Advisors’ Benefit Plan Consulting division Steve Toomey
Retirement Income & Distribution Strategies
September 2011
It’s hard to ignore the looming need to plan for retirement, but are you aware of all your retirement planning options? In this podcast, BKD Wealth Advisors President Jack Thurman and Senior Managing Advisor Lynn Mayabb address some common questions and concerns about retirement planning. Learn why you should be concerned with retirement distributions now, possible challenges you might face when deferring income and how to put more money in your pocket during retirement.
BKD Wealth Advisors President Jack Thurman & Senior Managing Advisor Lynn Mayabb
U.S. Debt Agreement & Market Reaction – How Does It Impact You?
August 2011
The U.S. debt crisis has been the leading news story for the past several months, and Congress recently approved a last-minute agreement to raise the debt ceiling and reduce federal deficits. In this podcast, Jack and Jeff address this issue and what it might mean for investors and consumers.
BKD Wealth Advisors Chief Investment Officer Jeff Layman & President Jack Thurman
Perspectives on Inflation Risk
July 2011
The inflation threat in the United States has many investors worried. In this podcast, Jack and Jeff address common questions and talk about how big inflation concerns could be and offer simple changes investors can make to help protect against future inflation.
BKD Wealth Advisors Chief Investment Officer Jeff Layman & President Jack Thurman
Fiduciary Responsibilities
May 2011
Do you know your roles as a retirement plan fiduciary? While these roles are sometimes difficult to understand, they are becoming increasingly important. In this podcast, Steve addresses some common questions the Benefit Plan Consulting division receives regarding fiduciaries. You will learn who can be a retirement plan fiduciary, fiduciary responsibilities and helpful tips fiduciaries can use to better fulfill their responsibilities.
Steve Toomey, firmwide leader of BKD Wealth Advisors’ Benefit Plan Consulting division & President Jack Thurman
Simplifying Financial Life, Budget, Life Insurance & Estate Planning
April 2011
In this ever-changing economic environment, how do you go about improving your financial health? Does this revolve solely around earning more money? In this podcast, Jack and Lynn address common questions and offer suggestions related to your financial health. You will hear simple suggestions aimed at helping you save more money each month, protect your loved ones financially and deal with estate tax rates and limits that could affect you and your family.
Senior Managing Advisor Lynn Mayabb & President Jack Thurman
The Risks of Being an Ultraconservative Investor
March 2011
Is being an ultraconservative investor in today’s market a good idea? While it may seem like a wise choice, you may be risking a lot when it comes to your future. In this podcast, Jack and Jeff address common questions related to investment strategies in the current economic and market environment. You will learn some of the risks associated with being overly conservative, the effects on your future and steps to help rid yourself of that “ultraconservative” label.
BKD Wealth Advisors Chief Investment Officer Jeff Layman & President Jack Thurman
Double-Dip Recession?
November 2010
As a wealth management firm, BKD Wealth Advisors is aware of the questions and concerns raised by the changing economic environment. One issue is the possibility of a double-dip recession for the U.S. economy. In this edition of Market Insights, learn what a double-dip recession is and what the chances are of this occurring, as well as what investors should expect from the market if the dreaded double-dip were to take place. Our advisors also offer perspective and strategies for investors struggling in this challenging economy.
BKD Wealth Advisors Chief Investment Officer Jeff Layman & President Jack Thurman