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Interest Rates: How to Take Advantage of the Current Low Interest Rate Environment

Have you ever heard the phrase ‘debt averse’? It’s a phrase that many have become accustomed to. Often, these individuals have followed a pattern of debt avoidance, coincidentally [...]

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Retirement Savings Strategy

As wealth advisors, we sometimes spend more time thinking about numbers and planning and savings strategy than we do for other things, even football. We also spend time highlighting holidays that [...]

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Meet Marlene Perry

  Meet Marlene Perry, an Operations Associate with Domani Wealth! What do you think you most contribute to the workplace? I hope I contribute stability and some fun! Which of Domani’s core [...]

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Former Employees with Plan Assets are Still Participants

Plan Sponsors should understand that terminated employees who left their account balance in your plan, are still considered participants under ERISA. As such, former employees have the same [...]

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3(38) Advisory Services – Should Fiduciaries be Outsourcing Retirement Plan Investment Responsibility?

Department of Labor (DOL) enforcement recoveries are on the rise. A recent DOL report indicates that DOL recoveries have doubled since 2018 and tripled since 2016.  As a result, fiduciary [...]

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Common Fiduciary Errors

An ounce of prevention is worth a pound of cure. This saying is universal, and certainly applies to fiduciary responsibility. Beginning the year with an eye towards avoiding some of the most [...]

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Periodic Table of Investment Returns