U.S. equity markets ended higher during a volatile week characterized by sharp swings tied to the Federal Reserve's policy decision, ongoing U.S.-Iran geopolitical tensions, and heavy fluctuations in AI-related technology stocks. Major U.S. stock indices closed mixed...
U.S. equity markets declined during the week as renewed concerns over AI-related spending overshadowed continued strength in second-quarter earnings and resilient economic data. While corporate earnings have generally exceeded expectations, investor focus shifted...
U.S. equity markets declined during the week as a sharp selloff in semiconductor and AI-related stocks overshadowed encouraging inflation data, continued strength in energy prices and a solid start to second-quarter earnings season. Early results have been strong,...
U.S. equity markets turned in a mixed but ultimately resilient performance during a volatile week as renewed geopolitical tensions between the U.S. and Iran drove sharp swings in oil prices, Treasury yields and semiconductor stocks. The S&P 500 gained 1.26% while...
U.S. large-cap stocks gained 1.8% during the holiday-shortened week. Sentiment was supported by a softer June employment report, reducing concerns that the Federal Reserve would need to raise rates in the near term. Growth generally led value, and larger companies...
U.S. large-cap stocks declined last week, weighed down by sharp losses in technology and communication services, even as mid- and small-cap stocks posted gains. Value continued to outperform growth across all size segments, extending a lead that has defined markets...
Equity markets advanced last week as easing tensions in the Middle East and falling oil prices offset a hawkish shift from the Federal Reserve. Small-cap stocks continued their recent momentum, outpacing large- and mid-caps. Growth stocks generally outperformed value...
Preparing for the Season Ahead We’re pleased to share our latest newsletter, featuring important updates that may impact your retirement plan. This issue highlights upcoming regulatory requirements, key compliance considerations, operational enhancements and new tools...
Managing your retirement plan shouldn't mean wrestling with administrative complexity. When it comes to quarterly recordkeeping and plan administration fees, flexibility isn't just a convenience—it's a key driver for making sure your plan runs exactly the way you need...
As of March 23, 2026, we have implemented updates to our Auto ACH processing for 401(k) plan contributions and loan repayments. These changes are designed to streamline your experience, improve funding timeliness and reduce complexity in how payroll contributions are...