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OUR LATEST INSIGHTS

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Is a Short-Term, Lower Risk Investment Right for You?

Is a short-term, lower risk investment right for you? At the end of September 2023, various forms of cash equivalents such as money market funds, Treasury bills, Certificates of Deposit (CDs), and in many 401k accounts, the stable value fund option, currently provide yields in the 5.0% to 5.75% range. Determining which investments to make depends on your personal situation, time horizon, risk tolerance, and goals.

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The Value of CEPA® (Certified Exit Planning Advisor) for Business Owners

Entrepreneurship is a complex and constantly evolving journey. While it's thrilling, it comes with its fair share of obstacles. Particularly when considering a business exit or transition, the guidance of a Certified Exit Planning Advisor® (CEPA®) can be indispensable. In this article, we will explore the extensive benefits of CEPAs, especially when paired with the institutional expertise of Century Management.

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Navigating the Hazards: The Risks Faced by Owners and HR Representatives as Plan Sponsors of 401(k) Plans

I have dedicated my life to helping business owners, executives, and families navigate the complexities of wealth. Over my career, I've seen numerous business owners and HR representatives struggle to manage their company's 401(k) plans effectively. This article aims to shed light on the potential risks that you face when assuming the role of a plan sponsor for your company's 401(k) plans, especially when there is not a dedicated fiduciary advisor in place.

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