HORAN Capital Advisors

Terry Horan featured in Cincinnati Business Courier

 May 11 2020
Terry Horan was featured in today's issue of the Cincinnati Business Courier, with his article, "My View: Now is the time for Cincinnatians to dream big again". Click here to read the article or download the pdf.

Webinar: Stock Market Returns In A Presidential Election Year

 May 8 2020

S&P 500 Dividend Aristocrats Lag In This Down Market

 May 7 2020
A favorable characteristic of the S&P 500 Dividend Aristocrats is this basket of stocks generally holds up better in broader market pullbacks as seen in the below table. Where the entire row is highlighted, it represents a significant market pullback and the Aristocrats outperformed the S&P 500 Index by double digits. The S&P 500 Aristocrats are companies in the S&P 500 Index that ...

What Happens In March Stays In March

 May 7 2020
After an incredibly volatile and severe drawdown in March, most markets rebounded in April and recovered some first quarter losses. It was certainly a welcome reprieve for investors as volatility fell, supporting liquidity and allowing for more normal trading activity. The CBOE Volatility Index (VIX), which measures the implied volatility in the U.S. equity market, dropped to an average of 41.5 in...

Are You Resilient?

 May 7 2020
Resiliency is the capacity to recover quickly from difficulties; toughness. In our interview with Shari Goldsmith, LISW, president of Workplace Resilience, she helps us unpack key strategies to become more resilient during these turbulent times. One of the most important findings was research done by Dr. Salvatore Maddi, which identifies the 3 C’s that resilient people exhibit. Click here to read...

Section 139 Disaster Relief Payments

 May 6 2020
Section 139 of the Internal Revenue Code allows employers to make and employees to receive tax-exempt payments in times of national emergency for “qualified disaster relief.”  The President declaring a state of national emergency on March 13th resulted in the coronavirus pandemic being a federally declared disaster, which paved the way for organizations to provide relief to i...

COVID-19 Wellness Program Considerations

 May 5 2020
The past few months have found many employers focused on transitioning to remote work, digesting new legislation, and making difficult employment decisions. During this time, HORAN’s Health Management Directors have been working to better understand how the COVID-19 pandemic impacts the health of our clients’ members and their health management strategy. A top concern employers have is how best t...

DOL and IRS Give the Gift of Time

 May 5 2020
Whether you are an employer plan sponsor or a plan participant, you can breathe a little easier knowing that DOL and the IRS has given you the gift of time.  The final rule issued this week extends certain notification deadlines for plans covered under ERISA or the Internal Revenue Code during the period of national emergency due to COVID-19. Read More.

Investor Cash Continues to Build

 May 5 2020
This past Friday our webinar looking at contrarian indicators included commentary on the level of cash in money market mutual funds. The below money market chart is an update from the one in the webinar and the chart shows cash levels continue to rise, now equaling $4.73 trillion. Clearly the current cash level is higher than the level reached at the peak of the financial crisis in early 2009. Re...

Wellness Tip: Building Resiliency

 May 1 2020
Resilience is a crucial skill we need to thrive in uncertain times – it is the ability to rebound productively in challenging situations, and it has a strong protective effect against anxiety.  Now more than ever, we need to build that resiliency reflex, and luckily, it can be learned and built over time. Here are six ways to bounce back in an emotionally stressful time
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