Information & Education

2017 401(k) and IRA Rules

The contribution limits for 401(k) plans and individual retirement accounts will stay the same in 2017. Employees will be eligible to defer paying income tax on up to $18,000 that they contribute to 401(k) and $5,500 to their IRA.

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Latest Market Insights

By all accounts the first three quarters of 2016 have been very good from a performance standpoint, notwithstanding some periods of intense volatility. The S&P has delivered a return of approximately 7.8%, with the Russell 2000 at 11.4%. MSCI EM have delivered a remarkable 16.4% year to date.

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Latest Market Insights

This quarter has been full of ups and downs. Commodities and emerging markets quietly led the way in performance, after several years near or at the bottom, while REITS stayed on top for the 3rd year. Big talk has been Brexit.

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Making Sense of Brexit…

Are we in the crosshairs of a terrible financial catastrophe or will cooler heads prevail?

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Your Employees are Stressed About Money … and It’s Costing You

Employers who want to proactively confront this reality should consider embracing the new wellness frontier: financial wellness.

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Market Review & Outlook

There is so much happening in the world this quarter that it is difficult to pinpoint a primary driver. Despite the noise of the markets this quarter, we are still in the midst of an expansion.

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Less Can Be More

Want to Save Your 401(k) Plan Participants Millions in Fees? Start with Fewer Choices

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Making Sense of the Market Slide

Even for the most experienced and informed investors these types of markets can feel scary. Nonetheless there is a difference between a temporary sell-off and a true market crisis.

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Market Insights

US Market’s underlying fundamentals remain healthy. Tactical exposure to growth areas and careful bond allocation to diversified and well-managed portfolios is key.

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The Fed. Raises Key Interest Rate

On Wednesday, December 16th, The Federal Reserve (the Fed.) raised its key interest rate from a range of 0% to 0.25% to a range of 0.25% to 0.5%.

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Latest Updates & Information

4 Q 2018 Market Commentary

The U.S. economy continues to stay in very healthy territory. Unemployment has stayed below 4% for many months while not showing the feared effect that an undersized labor force would have on productivity, and only showing mild wage inflation.

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3 Q 2018 Market Commentary

The 3rd quarter continued the economic progress seen so far in 2018. This good progress was seen in the extension of a bull market through Q3.

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2 Q 2018 Market Commentary

The 2nd quarter continued to roll out strong economic results in the U.S. Some of this good data buoyed the market slightly in Q2.

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