Third Quarter Market Review

By
Posted 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 More

Is a High-Deductible Health Plan Right for You?

By
Posted 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 More

Following the Inflation Debate

By
Posted 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 More

Proposed Tax Legislation

By
Posted 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 More

September 2021

By
Posted 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 More

August Market Recap

By
Posted 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 More

401(k) Lifetime Income Illustrations

By
Posted 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
Posted 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 More

Company Stock and Your Retirement Strategy

By
Posted 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 […]

Learn More

Grandparent 529 Plans Get a Boost Under New FAFSA Rules

By
Posted on August 24th, 2021

529 plans are a favored way to save for college due to the tax benefits and other advantages they offer when funds are used to […]

Learn More