Blogs & Market Updates

Market Commentary

By Kevin McDevittRetirement planning has evolved significantly over the past decade. While 2026 may not feel like it...

Market Summary as of the week ending 2/6/2026 unless noted otherwise. U.S. equities ended a volatile week mixed as...

U.S. equities were mixed for the week, even as the S&P 500 briefly surpassed 7,000 intraday. Precious metals sold...

Market Data as of Week Ending: 1/23/2026 unless noted otherwise U.S. equities declined overall during the...

By Rebekah MeredithKey Change Under SECURE 2.0 Beginning Jan. 1, 2026, the SECURE 2.0 Act requires catch-up...

Market Data as of Week Ending: 1/16/2026 unless noted otherwise U.S. equities were mixed last week as earnings season...

Market Data as of Week Ending: 1/9/2026 unless noted otherwise U.S. equities rose last week, overcoming heightened...

Sending You Warm Holiday Wishes With the holiday season approaching, we want to take a moment to share our heartfelt...

By Kevin McDevitt For years, 401(k) plans have been built around familiar investments, such as mutual funds, stocks...

By Rebekah Meredith We’ve all heard it, many Americans are behind when it comes to saving for retirement, and some...

By Jerrod Weiss Employer-sponsored retirement plans offer many tax-based benefits and simplicity, enabling Americans...

In today’s dynamic retirement landscape, our commitment to you and your plan participants remains steadfast. We...

National 401(k) Day is more than just a calendar event. It is a powerful reminder to take control of your financial...

Each year, the Internal Revenue Service (IRS) raises the contribution limits for 401(k) retirement plans, allowing...

At American Trust Retirement, it’s our goal to keep you informed. We are dedicated to adding value to your retirement...