05.01.2020
Retirement plans
On April 29 2020, the Employee Benefit Security Administration (“EBSA”), a division of the Department of Labor (“DOL”), issued Disaster Relief Notice 2020-01, which contains items impacting retirement plans subject to ERISA. This communication provides a summary of those items.
Read More04.08.2020
Private wealth management & investing
Bear market conditions and the US government’s legislative responses to the unfolding COVID-19 pandemic offer both financial relief and opportunity.
Read More04.02.2020
Personal finance
A once-in-a-lifetime event such as the coronavirus pandemic forces us to reassess many things we may have taken for granted.
Read More04.02.2020
Personal finance
The sustained rally that produced 30%+ gains in the S&P 500 in 2019 and continued into 2020 came to a screeching halt in late February, when fears of the coronavirus epidemic and its effects on the economy swept Wall Street and beyond.
Read More04.02.2020
Personal finance
The past months have tested the strength and resolve of individuals, businesses and governments around the world.
Read More03.30.2020
Retirement plans
On March 27, 2020, the U.S. House of Representatives passed the Coronavirus Aid, Relief, and Economic Security Act (“CARES Act”) that was passed in the U.S. Senate on March 25, 2020. The President signed the bill into law on March 27, 2020. This brief is…
Read More03.18.2020
Retirement plans
The growth of 401(k) or Defined Contribution (DC) plan investments has been on a steady climb since the beginning of this century.
Read More02.12.2020
LPCs/CCRCs
We are at a crossroads where there is tremendous change facing the Continuing Care Retirement Community (CCRC)/Life Plan Community (LPC) industry.
Read More01.29.2020
Retirement plans
Today’s workforce is uniquely shaped in a way that we haven’t experienced before. Some workplaces may be employing people representing as many as four different generations – Baby Boomers, Gen X, Gen Y, and Millennials.
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Monthly market commentary
November 13, 2020
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October 9, 2020
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September 4, 2020
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August 7th, 2020
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July 10th, 2020
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June 5th, 2020
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May 5th, 2020
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April 3rd, 2020
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March 27th, 2020
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March 20th, 2020
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March 6th, 2020
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