Blog

A Plan Sponsor's Guide to SECURE 2.0

Todd "Z" Zempel, CPFA, QKA, AIFA

Tuesday, January 3, 2023

Sweeping changes for retirement plans were signed into law on December 29, 2022 as part of the Consolidated Appropriations Act. Specifically, “Division T” is known as “SECURE 2.0” and it builds upon the...

Connecting The Dots - A Market Update

Glenn Moore, CFA, CFP, CAIA

Friday, December 16, 2022

Private investments have their own set of unique characteristics that can make them attractive for investors. There are risk that investors should be aware of prior to investing. In this edition, we aim to demystify private investments.

Market Review & Outlook 11.03.22

Todd "Z" Zempel, CPFA, QKA, AIFA

Thursday, November 3, 2022

Join Gordon Asset Management, LLC's Todd Zempel as he recaps recent stock market activity and explains leading economic indicators that point to a possible recession in the coming months.

Fall 2022 Retirement Plan Sponsor Update

Todd "Z" Zempel, CPFA, QKA, AIFA

Monday, October 31, 2022

Gordon Asset Management, LLC Partner and Retirement Plan Services division leader Todd Zempel provides an update on issues pertinent to retirement plan sponsors including year-end action items and potential new legislation.

401k Contribution Limits 2023

Todd "Z" Zempel, CPFA, QKA, AIFA

Tuesday, October 25, 2022

401k Contribution Limits 2023

Weekly Market Insights: Wall Street Flips the Script & Enjoys a Rally.

Glenn Moore, CFA, CFP, CAIA

Monday, October 24, 2022

A positive start to a new earnings season and late-week hopes for a near-term easing in Fed rate hikes lifted investors’ spirits and powered stocks to gains for the week.The Dow Jones Industrial Average jumped 4.89%, while the...

Podcast: Fall 2022 Market Review & Outlook with Centre Funds' James Abate

Todd "Z" Zempel, CPFA, QKA, AIFA

Monday, October 24, 2022

Join Joe Gordon and Todd Zempel for a fall 2022 market review & outlook with special guest James Abate, founder and Chief Investment Officer of Centre Asset Management, LLC.

Weekly Market Insights: White Hot Inflation Report Alarms Investors

Glenn Moore, CFA, CFP, CAIA

Monday, September 19, 2022

A hotter-than-expected inflation report sent stocks sharply lower last week as investors faced the prospect of more aggressive interest rate hikes by the Federal Reserve for perhaps a longer period.The Dow Jones Industrial Average fell...

Weekly Market Insights: Powell comments spur sell-off on Wall Street

Glenn Moore, CFA, CFP, CAIA

Monday, August 29, 2022

A comprehensive sell-off on Friday following comments by Fed Chair Jerome Powell drove stocks to losses for the week.The Dow Jones Industrial Average tumbled 4.22%, while the Standard & Poor's 500 dropped 4.04%. The Nasdaq Composite...

Weekly Market Insights: Stocks Have Warmer Week as Inflation Cools

Glenn Moore, CFA, CFP, CAIA

Monday, August 15, 2022

An improving inflation outlook buoyed investors’ spirits last week, helping lift stocks to solid gains.The Dow Jones Industrial Average advanced 2.92%, while the Standard & Poor’s 500 rose 3.26%. The Nasdaq Composite index...

Weekly Market Insights: Mixed Week For Markets; Jobs On The Rise

Glenn Moore, CFA, CFP, CAIA

Monday, August 8, 2022

Stocks turned in a mixed performance last week as investors struggled with headlines suggesting that the Fed was unlikely to soon ease up on its current monetary tightening policy.The Dow Jones Industrial Average slipped 0.13%, while...

Weekly Market Insights: Markets Rally; Earnings Better Than Expected

Glenn Moore, CFA, CFP, CAIA

Monday, August 1, 2022

Undaunted by another Fed rate hike and news of a contracting economy, the stock market rallied last week on better-than-expected corporate earnings.The Dow Jones Industrial Average increased 2.97%, while the Standard & Poor’s 500...

Weekly Market Insights: Markets React to Dim Forecast, 2Q Reports

Glenn Moore, CFA, CFP, CAIA

Monday, July 25, 2022

Stocks rallied last week as investor spirits lifted thanks to a better-than-expected start to the second-quarter earnings season.The Dow Jones Industrial Average gained 1.95%, while the Standard & Poor’s 500 added 2.55%. The...

Weekly Market Insights: Friday Rally Stems Week of Losses

Glenn Moore, CFA, CFP, CAIA

Monday, July 18, 2022

A record-high inflation report, the prospects of a more aggressive Fed, and growing recession fears sent stocks lower– though losses were pared by a Friday rally.The Dow Jones Industrial Average slipped 0.16%, while the Standard...

Euro/Dollar Parity & Summer Travel

Joe Gordon, CFP, CPFA, CIMA, AIFA

Friday, July 15, 2022

Summer travel is picking up this year. If you’re headed to Europe, you may notice that you get more bang for your buck.Why is that?For the first time in almost 20 years, the U.S. dollar and the euro have reached parity. Souvenirs...

Weekly Market Insights: Stocks Rally Despite Mixed Data

Glenn Moore, CFA, CFP, CAIA

Monday, July 11, 2022

In a holiday-shortened trading week, stocks rallied despite mixed economic data and vacillating energy prices and bond yields.The Dow Jones Industrial Average increased 0.77%, while the Standard & Poor’s 500 rose 1.94%. The...

Playback: Market Update June 28, 2022- Gordon Asset Management, LLC

Todd "Z" Zempel, CPFA, QKA, AIFA

Thursday, June 30, 2022

https://youtu.be/ZpCVNwKjiPE

Series I savings bonds are paying 9.62% through 10/22--How do you buy them?

Glenn Moore, CFA, CFP, CAIA

Monday, May 16, 2022

With inflation hovering near 40-year highs, some investors are looking for alternative ways to weather the storm. For many, a Series I Savings Bond is just the ticket. I Bonds give investors a rate of return plus inflation protection...

PODCAST: #35 - Spring/Summer 2022 Market Review & Outlook with James Abate

Todd "Z" Zempel, CPFA, QKA, AIFA

Friday, May 13, 2022

Please join us for a spring/summer 2022 market review & outlook with special guest James Abate. James is the founder and Chief Investment Officer of Centre Asset Management, LLC. For more information on James or Centre Funds, please...

After Hours Live w/ Gordon Asset Management, LLC

Todd "Z" Zempel, CPFA, QKA, AIFA

Friday, May 13, 2022

Join Gordon Asset Management, LLC May 19th for a live update on the economy & markets.Submit your questions to be addressed on the webinar.CLICK HERE to register.

Risk Management: Dollar-Cost Averaging

Glenn Moore, CFA, CFP, CAIA

Friday, May 6, 2022

Smart investors know that trying to time the market is often a losing game. Instead, you plan ahead and invest in such a way as to minimize risk and maximize your returns. Whether you’re a seasoned investor or just getting...

Join Glenn and Z as they contemplate recent market volatility, fed rake hikes, and factors indicating we could be on the cusp of a recession.Disclosures:Gordon Asset Management, LLC is a registered investment adviser. Information...

The post-pandemic rally, fueled by easy money and fiscal stimulus, has come to a screeching halt in 2022. In fact, this has been the worst start for stocks (S&P 500) since 1939! Bonds have not been a place for safety during this...

What's the deal with oil? The Russia/Ukraine situation has added to price instability in oil and natural resources. Tune in to hear Recurrent Advisor Portfolio Manager Brad Olsen's take on the situation and opportunities for investment...