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QUARTERLY MARKET REVIEW: JULY-SEPTEMBER 2014
By Mark FisselPosted on October 2nd, 2014
Volatility returned to equities markets in Q3. A strong August was followed by losses in September, when any rallies began to focus around selected winners […]
Learn MoreDOL Guidance on Finding Missing Participants in Terminated Defined Contribution Plans
By Mark FisselPosted on September 4th, 2014
The Department of Labor (DOL) issued a new Field Assistance Bulletin (FAB) 2014-01 on August 14, 2014 outlining the steps that a plan fiduciary should […]
Learn MoreEconomic Perspective – August 2014
By Mark FisselPosted on September 4th, 2014
The Month in Review The U.S. economy grew slightly faster during the second quarter than previously thought. The Bureau of Economic Analysis said the 4.2% […]
Learn MoreMarket Recap: August 2014
By Mark FisselPosted on September 4th, 2014
Investors regained an appetite for risk in August, seeming to focus on generally encouraging Q2 economic data and corporate earnings reports rather than tensions overseas. […]
Learn More10 Basic Tax To-Dos for the Rest of 2014
By Mark FisselPosted on September 3rd, 2014
Here are 10 things to consider as you weigh potential tax moves between now and the end of the year. 1. Make time to plan […]
Learn MoreQuiz: How Much Do You Know about Social Security?
By Mark FisselPosted on September 3rd, 2014
You’re probably covered under Social Security–according to the Social Security Administration, an estimated 165 million workers are*–but how much do you know about this program? […]
Learn MoreEconomic Perspective (August 2014)
By Mark FisselPosted on August 4th, 2014
The Month in Review The U.S. economy seems to have rebounded from Q1’s 2.1% contraction, growing 4% in Q2. However, that initial estimate of gross […]
Learn MoreHow the Windsor Decision Affects Retirement Plans
By Mark FisselPosted on August 4th, 2014
Spouses of employer-sponsored retirement plan participants have certain rights when it comes to the plans. Because of this, the legal definition of “spouse” is very […]
Learn MoreRetirement Myths and Realities
By Mark FisselPosted on August 4th, 2014
We all have some preconceived notions about what retirement will be like. But how do those notions compare with the reality of retirement? Here are […]
Learn MoreMarket Recap (July 2014)
By Mark FisselPosted on August 1st, 2014
Encouraging economic news, generally positive Q2 corporate earnings reports, and stable Federal Reserve policy had to battle multiple geopolitical conflicts for investor attention. Both the […]
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