Everhart Advisors, Author at Everhart Advisors

Firm News & Events

2015 Breakfast with the Department of Labor – Dayton

Surviving a Department of Labor Audit Everhart Advisors and Financial Executives International cordially invite you to a complimentary breakfast workshop for…

Firm News & Events

2015 Breakfast with the Department of Labor – Columbus

Surviving a Department of Labor Audit Everhart Advisors and Financial Executives International cordially invite you to a complimentary breakfast workshop for…

Employer Newsletters

The Advisor- August 2015

See below for the August 2015 edition of our E-newsletter, The Advisor DOL Regulations, Part I: Who is a…

Employee Memos

Stress in the Workplace

This month’s employee memo discusses the effects of financial stress on employee health and productivity.

Employer Newsletters

The Advisor- July 2015

See below for the July 2015 edition of our E-newsletter, The Advisor Tibble v. Edison International In May, the…

Employee Memos

No More Excuses!

This month’s employee memo encourages participation in your company’s retirement plan and debunks common misconceptions regarding employees’ inabilities to save for…

Firm News & Events

Taking Stock of Investor Behavior

Please join us for a workshop where you will learn about the instinctive behaviors that impact how we make decisions…

Firm News & Events

Fall 2015 Participant Education Workshop

Taking Stock of Investor Behavior Please join us for a workshop where you will learn about the instinctive behaviors that…

Employee Memos

Three Things to Know About Asset Allocation

This month’s employee memo discusses the importance of diversifying portfolios and three important facts to know regarding asset allocation.

Employer Newsletters

The Advisor- June 2015

See below for the June 2015 edition of our E-newsletter, The Advisor The Most Important Assumption Since the launch…

Employer Newsletters

The Advisor- May 2015

See below for the May 2015 edition of our E-newsletter, The Advisor But He’s My Brother-in-Law! As a plan…

Employee Memos

To Borrow or Not to Borrow?

This month’s employee memo discusses why taking a loan from the retirement plan can cause harm to a participant’s financial…