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September Advocate Newsletter

The time is right to focus on an emerging trend that directly impacts participants. The last few months, we wrote about cybersecurity, litigation, and more litigation. Those issues certainly impact participants – particularly those benefiting from proactive fiduciaries –

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Week-in-Review: Week ending in 09.03.21

Domestic equities posted another week of gains but lost some momentum after a disappointing payroll release. European equities faltered on political news out of Germany, while Japanese equities rallied around their own political news.

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Month-in-Review: August 2021

Quick Takes ● Steady ascent. Despite higher COVID cases, rising geopolitical risks, mounting inflation fears, the looming Fed tapering, and waning economic growth, stocks continued their steady ascent with the S&P 500 closing August just below its all-time high. ●...

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Week-in-Review: Week ending in 08.27.21

The S&P and Nasdaq rose to record levels after Fed Chairman Powell’s comments post Jackson Hole Symposium. Small Cap equities were the biggest winner for the week, gaining +5.05% as investors went risk on.

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Week-in-Review: Week ending in 08.20.21

Markets threw a mini tantrum this week as speculation over tapering to the Fed’s asset purchase programs abounded. All major US and International indices finished the week in the red, Emerging Market equities took the brunt of the sell-off.

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Back to School with Financial Wellness

As your kids prepare to head #BacktoSchool, it’s a great time to add an education about good money habits to the curriculum! Navigating a new financial wellness journey can boil down to a rather simple five-step process:

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