March 2016 Monthly Recap

Don’t Act Your Age

As adults, it seems that we are constantly pursuing happiness, often with mixed results. Yet children appear to have it down to an art – and for the most part they don’t need self-help books or therapy. Instead, they look after their wellbeing instinctively, and usually more effectively than we do as grownups. Perhaps it’s time to learn a few lessons from them. Read more 

Saint Patrick’s Day

Every year on March 17, the Irish and the Irish-at-heart across the globe observe St. Patrick’s Day. What began as a religious feast day for the patron saint of Ireland has become an international festival celebrating Irish culture with parades, dancing, special foods and a whole lot of green. Read more

Senate Report Calls Into Question DOL Rulemaking Process

A new Senate report alleges the Department of Labor failed to consider recommendations from non-partisan experts at the Securities and Exchange Commission, the Treasury Department and the Office of Management and Budget in crafting its proposed fiduciary rule.Read More

Fixed Income Investors

A long period of low yields has been challenging for many fixed-income investors, but owning bond investments in a rising interest-rate environment could become even trickier.  Read More

Your Financial Advisor and CPA

Coordinating the advice you are receiving from your advisers can benefit you financially. Read More

DC Plans Need Redesign

Defined contribution plan sponsors aren’t confident that participants will have enough money to retire when they hit their planned retirement age. Read More