Published on: April 3, 2020 by |
Financial Blog
Updated April 1, 2020 CARES Act Legislation Summary On March 27, 2020, the Coronavirus, Aid, Relief, and Economic Security (CARES) Act (the “Act”) was signed into law. A portion of the Act is intended to
Read More
Published on: March 10, 2020 by |
Financial Blog
During times of uncertainty and market volatility, while it is prudent for plan participants to “stay the course”, it is also prudent for them to review their investment strategies to ensure they are on the
Read More
Published on: February 4, 2020 by |
Financial Blog
Follow the link for the 4th Quarter 2019 Market Review. Q4 2019 Market Review
Published on: August 9, 2018 by Brandon Nicklas |
Financial Blog
As a child I often heard my dad saying, “What’s fair isn’t equal and what’s equal isn’t fair.” Most times he said this in response to my complaints about the unfairness of something I was
Read More
Published on: April 27, 2018 by Brandon Nicklas |
Business Services Financial Blog
We have been taking our clients plans to live bid on a 36 month cycle for the last 12 years, it’s actually a part of our service plan. The results of those bid proposals, in
Read More
Published on: July 6, 2017 by Brandon Nicklas |
Financial Blog
The popular phrase “perception is reality” is often used to express the idea that how things really are is based on a person’s perspective. While this may be true in certain areas of life, this
Read More
Published on: January 18, 2017 by Brandon Nicklas |
Financial Blog
There is a lot to love living in Missouri. If you take just a little time to research the history and geography or our state you will find it is a very unique and special
Read More
Published on: January 22, 2016 by Brandon Nicklas |
Financial Blog
Ringing in the New Year should bring with it the optimism of being part of a better future. Whether you are pursuing a better future with your health or with your finances we recommend addressing
Read More
Published on: December 21, 2015 by Brandon Nicklas |
Financial Blog
The holiday season can be a trying time because all things in relationship and life are not as we desire them to be. We offer this perspective in thinking of the upcoming holiday season: Change is
Read More
Published on: September 11, 2015 by Brandon Nicklas |
Financial Blog
A good plan sponsor should be focused on designing and implementing a retirement plan that creates successful outcomes for employee participants. Part of that design includes features that help participants save more, remove barriers to
Read More
Published on: August 10, 2015 by Brandon Nicklas |
Financial Blog
Just kidding. I’m not retiring. I can’t afford it. But thanks for the cake with my name on it. Have you ever reflected on your years in high school math? Take a moment and think
Read More
Published on: July 31, 2015 by Brandon Nicklas |
Financial Blog
Recently, my 10 year old son finished a very successful spring season of competitive baseball. The team did well; it had a winning record, two tournament championships and a World Series event. During the season,
Read More
Published on: April 27, 2015 by Brandon Nicklas |
Financial Blog
The question we most often ask business owners or plan sponsors is “why do you have a plan?” Charlie Epstein, author of Paychecks for Life — How to Turn Your 401(k) into a Paycheck Manufacturing
Read More
Published on: December 17, 2014 by Ken Nicklas |
Financial Blog
Have you ever had two very dissimilar things come to mind simultaneously? And while pondering both, did you realize there really is a thread that connects the two? I drew a connection between two seemingly
Read More
Published on: December 2, 2014 by Ken Nicklas |
Financial Blog
In our last blog post, we talked about the definition of a fiduciary and what that means in the financial services realm. As a reminder, you are a fiduciary if you exercise discretionary control over
Read More
Published on: October 29, 2014 by Kenny Nicklas |
Financial Blog
Recently I conducted an informal and unscientific poll about the word “fiduciary.” I asked several people, “What is the definition of fiduciary?” The answers were very revealing. Overall, the general population (of informally and
Read More
Published on: September 10, 2014 by Kenneth Nicklas |
Financial Blog
Hi All, Welcome to the new Nicklas Financial blog — your resource for an inside look at Nicklas Financial and all the latest on trending topics in the financial services industry. I wanted to take
Read More
Published on: December 11, 2013 by John Anderson |
Financial Blog
Top 10 Reasons You Should Join the Nicklas Team: 10. You’re top-notch – which is our favorite notch. We’d get along great. 9. Access to services from the nation’s largest independent broker/dealer. 8. Local attention
Read More
