What you need to know, now. 

We've assembled a blog of some of the most common retirement questions, particularly by those defined as "pre-retiree" and nearing retirement.

• 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.

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%.

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.

This episode is a great example of how fast technology is changing, and how that affects 401(k) plans!

On March 27, 2020, Congress passed a historic $2 trillion economic stimulus package. Created to help offset the financial hardships of the COVID-19 pandemic, here's what you should know about this recently passed bill.