Economists Expect a Jump in Q3 GDP + Financial Market Update + 9.29.20

Economists Expect a Jump in Q3 GDP + Financial Market Update + 9.29.20

WANT TO RECEIVE FINANCIAL MARKET UPDATES STRAIGHT TO YOUR INBOX?FINANCIAL MARKET UPDATE 9.29.2020 AUTHOR: JOSH JENKINS, CFASTORY OF THE WEEK ECONOMISTS EXPECT A JUMP IN Q3 GDP After experiencing the largest decline of activity since the Great Depression, the economy...

September Retirement Plan Newsletter 2020

September Retirement Plan Newsletter 2020

This month’s newsletter contains insights on phased retirement programs, financial wellness, tips for increasing your retirement dollars, and more…

Ignore the Dow + Financial Market Update + 8.25.20

Ignore the Dow + Financial Market Update + 8.25.20

Late yesterday it was announced that the Dow Jones Industrial Average (Dow) will be undergoing a major facelift. The update was prompted by Apple’s decision to undergo a 4-for-1 stock split, a move that would have materially…

August Retirement Plan Newsletter 2020

August Retirement Plan Newsletter 2020

This month’s retirement plan newsletter contains insights on collective investment trusts, allowable plan expenses, retirement plan check-ups, and more…

Gold Has Outshined in 2020 + Financial Market Update + 7.28.20

Gold Has Outshined in 2020 + Financial Market Update + 7.28.20

The price of gold has been on a tear recently, with a year-to-date return of 27.1%. The precious metal is even outpacing the frothy NASDAQ 100 (22.2%) and is trailing only silver (37.3%), which trades like a higher-beta version of gold…

The Pitfalls of Income Investing

The Pitfalls of Income Investing

As people advance toward retirement, their investment objectives inevitably shift. During their working years, the goal is to build wealth. By forgoing some consumption today, investors accumulate future spending power…

July Retirement Plan Newsletter 2020

July Retirement Plan Newsletter 2020

This month’s Retirement Plan Newsletter contains insights on fee imbalances, communicating with employees, proper documentation of retirement plan committee meetings, and more…

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