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...
By Rebekah MeredithKey Change Under SECURE 2.0 Beginning Jan. 1, 2026, the SECURE 2.0 Act requires catch-up contributions for higher-income earners be made on a Roth basis. This applies to employees aged 50 and older who earned more than $150,000 in wages during the...
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...
Market Data as of Week Ending: 1/9/2026 unless noted otherwise U.S. equities rose last week, overcoming heightened geopolitical tensions as most major indices closed at record highs. With an estimated 8.3% growth rate for Q4 2025, the S&P 500 is on track to...
Sending You Warm Holiday Wishes With the holiday season approaching, we want to take a moment to share our heartfelt appreciation for the opportunity to support your organization and its meaningful mission. Your commitment to helping others prepare for and navigate...
By Rebekah Meredith We’ve all heard it, many Americans are behind when it comes to saving for retirement, and some fear they may never be fully prepared as other financial stressors take priority. But what if advisors could help change that trajectory for...
Managing a 401(k) plan involves more than offering retirement benefits—it requires fulfilling fiduciary duties under ERISA (Employee Retirement Income Security Act). Many plan sponsors don’t fully understand these legal responsibilities, putting themselves at risk....
When deciding to implement a retirement plan for your business, you will be presented with two options: a 401(k) or a SIMPLE IRA. While a 401(k) is more recognizable, both options offer retirement savings for eligible employees, and can include contributions from both...
In an attempt to address the country’s retirement savings crisis, several states have now started requiring certain employers to offer a retirement savings option. If employers are unable to provide a private retirement plan, they must adopt their state-mandated plan....