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Monthly market commentary
As we reflect on the markets from 2022, we are forced to think back a bit further to the initial onset of zero rates and Fed balance sheet expansion that…
There’s increasing interest in employing annuities in retirement plans, but plan sponsors need to review the products carefully. A 401(k) retirement-savings plan doesn’t guarantee the availability of funding through the…
The first graduates of the College for Financial Planning’s Diversity Scholarship program have now entered the advisory field as certified financial planners (CFPs). In January 2021, the Kaplan Company’s College…