The world as we see it
05.01.2020
Financial Planning: Building Your Personal Roadmap
Private wealth management & investing
When you hear the phrase “financial planning” what comes to mind? These two words can conjure up a variety of emotions and expectations.
Read More05.01.2020
CARES Act Update – Disaster Relief Notice 2020
Retirement plans
By Chris Foster
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
COVID-19 Creates Personal Planning Opportunities
Private wealth management & investing
By Lou Gloria
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
Smart Financial Strategies for Unexpected Events
Personal finance
By Chris Foster
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
Stocks & the Coronavirus – Think Before Reacting
Personal finance
By Chris Foster
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
Managing Market Volatility – Principles of Investing Success
Personal finance
By Chris Foster
The past months have tested the strength and resolve of individuals, businesses and governments around the world.
Read More03.30.2020
CARES Act – Impact on Retirement Plans
Retirement plans
By Chris Foster
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
Fee Levelization and Defined Contribution Plans
Retirement plans
By Chris Foster
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
The Winds of Change: Emerging Trends for Life Plan Communities
LPCs/CCRCs
By Jim Jeffery
The Non-Profit Navigator
We are at a crossroads where there is tremendous change facing the Continuing Care Retirement Community (CCRC)/Life Plan Community (LPC) industry.
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March 10, 2022
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