Markets in Review | Week ending 12/11/20
• The S&P 500 set its 30th record high of 2020 on Tuesday, but was down every other day of the week. • The Russell 2000 small cap index extended its weekly winning streak to 6 weeks.
Markets in Review | October 2020
Asset Class Performance: Large company stocks in the U.S. and abroad finished in the red for the second consecutive month. Real Estate also gave background in October. However, small company stocks and emerging markets stocks both gained +2.1%.
Taxes, Stimulus & Market Uncertainty – what impact will the upcoming election have on your money?
Tune in to hear Josh, Will and Jay discuss 3 key areas for folks with investment and/or business assets to think about with our upcoming election: Taxes, Stimulus and Market Uncertainty.
How the New Electronic Disclosure Rule affects your 401(k) Plan
This episode is a great example of how fast technology is changing, and how that affects 401(k) plans!
Building a Financial Wellness Plan That Works
A comprehensive financial wellness plan begins by thinking about whether employees have a foundation to get through the ups and downs in the short-term and the mid-term
How do plan sponsors & business owners balance long term needs with short term challenges during Covid?
Josh holds a discussion with Matthew Eickman about how the CARES Act, the Electronic Disclosure rule and litigation have affected 401(k) plans, particularly during a Covid-19 global pandemic. Matthew is the National Retirement Practice Leader for Qualified Plan Advisors and has a background as an ERISA attorney. This is the second chapter in a four part series addressing top of mind issues facing plan sponsors & business owners during a time of unprecedented change!