Tuesday, August 18, 2020
In the latest edition of A Cup of Coffee with Associated, Travis Ruane discusses options and steps to consider with old 401k accounts.
Read More
Monday, August 10, 2020
Look yourself in the mirror, dig deep, and ask yourself honestly – Is it worth it? There is an immense amount of school pride at play here. This is an entire movement that comes with a lot of pressure and opportunity costs to...
Read More
In the latest episode of A Cup of Coffee with Associated, Benefits Practice Leader Logan Mondshein discusses how businesses can take their employee benefits virtual.
Read More
With questions looming in the economy, a whipsawing market and a presidential election on the horizon, Associated opened it’s AIS Market “Think Tank Tuesday” for the first time ever to the public on Tuesday, July 21,...
Read More
Here's a strategy for NFL players to help them maximize their 401(k)-plan benefit and get a jump start on their decision to pay themselves first.
Read More
If you are like most small employers, you are always looking for ways to control your group health insurance costs. Employers with at least ten full-time employees are exploring other funding options in the insurance market that will...
Read More
Associated's Travis Ruane gives tips for Retirement Plan Sponsors and Plan Participants regarding The CARES Act.
Read More
Mondshein previously worked in the Employee Benefits Division at Associated from 2010-2012. Following his time at Associated, Mondshein worked for two of the largest health insurance carriers in the country, Humana and United Healthcare.
Read More
We'd like to share two useful tools to creating a return to work action plan. Included is a Guide to Creating a Return to Work Action Plan and a Sample Return to Work Action Plan.
Read More
Last month, Associated Financial Consultants and Investor Services unexpectedly lost a family member. Marc Weiss passed away on Saturday, April 4, 2020 from a health issue, unrelated to the coronavirus. Marc was a beloved, longtime...
Read More
While many are focusing on The CARES Act’s one-time relief payment of $1,200 or $2,400 (plus $500 for each qualified child), 401K/403B/457 participants and IRA owners may wish to focus on the provisions which loosen access to...
Read More
To our valued clients, friends and family, In light of recent worldwide events which have had significant impact on the markets, we wanted to remind you that we are here to support you as we navigate these times of uncertainty....
Read More
Monday, March 16, 2020
On Sunday, March 15, 2020, the new NFL CBA was approved through 2030. The vote was certainly a close margin (1,019 to 959). While some players may still be debating the contents of the deal (and it may contain some decisions that are...
Read More
Associated Financial Consultants & Investor Services add two veteran advisors including former Dolphins safety Shawn Wooden, retirement specialist Travis Ruane Former Miami Dolphins safety Shawn Wooden and retirement plan specialist...
Read More
Monday, June 3, 2019
“Evan Vladem and I attended the NFLPA Joint Conference for Registered Player Financial Advisors and Agents in April. The focus was preparing players for a possible work stoppage. All bets are off as to what may happen in 2020...
Read More
Wednesday, July 18, 2018
Associated’s Corral joins select group after NFLPA Regulations and Code of Conduct governing Registered Player Financial Advisors and Eligibility Requirements were tightened.
Read More
Wednesday, July 11, 2018
Associated Financial Consultants & Investor Services is proud to announce the launch of its new website and brand refresh. The refresh brings the independent financial services and employee benefits firm back to its traditional logo.
Read More
Wednesday, May 23, 2018
There is no doubt about it. Technology is playing a major impact on the business of financial advisors. As a matter of fact, it’s disrupting every industry. Over the past two weeks, I traveled coast to coast, spending time at...
Read More
Envestnet Managing Director Bill Seuffert and Paul with EIOC Vision Award. NEW ORLEANS - As part of its ongoing commitment to helping ensure the success of the financial services industry, Envestnet (NYSE: ENV) announced the winners of...
Read More
Thursday, March 29, 2018
FT. LAUDERDALE, FL – For the eighth consecutive year, Paul Vladem, President of Associated Investors Services, joined the nation’s top independent financial advisors at the Barron’s Top Independent Advisors Summit in...
Read More
Tuesday, March 27, 2018
After nearly a decade of working in the sports industry, Evan Vladem made a calculated decision to pivot and become a financial advisor. His journey after joining Associated was featured by WealthManagement.com. You can view the...
Read More