Market Data as of Week Ending: 3/13/2026 unless noted otherwise Concerns over persistent inflation and wildly fluctuating oil prices drove equity markets lower for the third consecutive week, with crude ultimately finishing near $99 a barrel despite swinging sharply...
By Nick Capo As the first quarter wraps up, many plan sponsors are turning their attention to an important responsibility: preparing for 401(k) audit season. In general, plans with 100 or more eligible participants at the beginning of the plan year are required to...
Market Data as of Week Ending: 3/6/2026 unless noted otherwise Last week’s market downturn intensified as the Middle East conflict escalated, triggering a sharp rise in oil prices following the closure of the Strait of Hormuz. This critical waterway handles nearly 20%...
Market Data as of Week Ending: 2/20/2026 unless noted otherwise U.S. equities rose over the holiday-shortened week as investors were focused on corporate earnings and a 6-3 Supreme Court decision that has declared the Trump administration’s recent trade tariffs...
Market Data as of Week Ending: 2/13/2026 unless noted otherwise U.S. equities finished the week lower as concerns about the disruptive impact of artificial intelligence spread beyond the technology sector and into a broad range of industries. Investors grappled with...
By Kevin McDevittRetirement planning has evolved significantly over the past decade. While 2026 may not feel like it was long ago, major legislative updates and inflation adjustments have reshaped how 401(k) plans operate over the last decade. Understanding these...
Market Summary as of the week ending 2/6/2026 unless noted otherwise. U.S. equities ended a volatile week mixed as renewed concerns around AI weighed on technology stocks, which posted their worst weekly performance since November. Earnings continued to be a dominant...
U.S. equities were mixed for the week, even as the S&P 500 briefly surpassed 7,000 intraday. Precious metals sold off sharply on Friday, with gold down more than 10% and silver falling over 30%, following President Trump’s nomination of Kevin Warsh to lead the...
Market Data as of Week Ending: 1/23/2026 unless noted otherwise U.S. equities declined overall during the holiday-shortened week, though markets recovered much of the losses by week’s end. The S&P 500 experienced its largest single-day drop since October after...
Market Data as of Week Ending: 1/16/2026 unless noted otherwise U.S. equities were mixed last week as earnings season kicked off with several big banks reporting fourth-quarter results. Expected earnings growth for Q4 2025 was lowered to 8.2% and if realized, the...