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Third Quarter Market Review
By Clint EdgingtonPosted on October 12th, 2021
Broad markets have enjoyed a buoyant 2021, with bonds being the only major segment of the market to show a loss. The buoyancy, however, did […]
Learn MoreIs a High-Deductible Health Plan Right for You?
By Mark FisselPosted on September 29th, 2021
In 2020, 31% of U.S. workers with employer-sponsored health insurance had a high-deductible health plan (HDHP), up from 24% in 2015.1 These plans are also […]
Learn MoreWomen Face Challenges in a Post-Pandemic World
By Mark FisselPosted on September 29th, 2021
The COVID-19 economic crisis tested the mettle of all Americans, particularly working mothers. Research shows that the pandemic’s impacts on women have been far-reaching and […]
Learn MoreFollowing the Inflation Debate
By Mark FisselPosted on September 29th, 2021
During the 12 months ending in June 2021, consumer prices shot up 5.4%, the highest inflation rate since 2008.1 The annual increase in the Consumer […]
Learn MoreProposed Tax Legislation
By Anne ZavagliaPosted on September 29th, 2021
The House Ways and Means Committee released their proposed budget reconciliation recommendations in September as part of the Build Back Better Act. The tax legislation […]
Learn MoreSeptember 2021
By Mark FisselPosted on September 20th, 2021
Monthly Market Recap Equity markets worldwide continued their positive momentum as reopening continues, with a number of developed markets further lifting restrictions in the face […]
Learn MoreAugust Market Recap
By Clint EdgingtonPosted on September 7th, 2021
Equity markets worldwide continued their positive momentum as reopening continues, with a number of developed markets further lifting restrictions in the face of continued concerns […]
Learn More401(k) Lifetime Income Illustrations
By Anne ZavagliaPosted on September 3rd, 2021
The SECURE Act, signed into law in 2019, requires sponsors of 401(k), and similar workplace retirement plans, to include two lifetime income illustrations at least once […]
Learn More$3.5 Billion Budget Plan Gets House Approval
By Anne ZavagliaPosted on August 26th, 2021
The House passed a $3.5 trillion budget resolution this week, and set forth plans to vote on the bipartisan infrastructure bill by the end of […]
Learn MoreCompany Stock and Your Retirement Strategy
By Mark FisselPosted on August 24th, 2021
The opportunity to acquire company stock — inside or outside a workplace retirement plan — can be a lucrative employee benefit. Your compensation may include […]
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