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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:

Equities returned to their winning ways after last week’s fall. All major global equity indices posted gains for the week, are now positive for the year–most with double‐digit advances, and are at or near all‐time highs.

U.S. Stocks back at all‐time highs. The S&P 500 closed July near record highs, its sixth consecutive monthly advance. But outside of U.S. large caps, the picture in July was much cloudier. U.S. Small cap fell ‐3.6% and overseas emerging markets plunged ‐6.7%.

U.S. equities, save for the Russell, lost their footing for the week and were in the red. Despite the negative week, the S&P was up for the month of July, the sixth consecutive month in the green.

Many successful leaders tend to be nonconformists. They often demonstrate individualism at an early age and aren’t afraid to break a few rules.

Employees will often ask us: “Should I make contributions to a Roth IRA or Roth 401(k)?” While both of these accounts can provide similar benefits, there are some key differences you should know. Roth accounts can be a great way to diversify your taxes on your...

U.S. equities resumed their uptrend after last week’s decline, with major indices all posting a positive week. The NASDAQ led the pack for the week at +2.84%.

U.S. equities fell for the first time in four weeks. All the major US equity indices posted a negative return for the week, but still maintain healthy year to date figures.

Essentially treading water for the first half of the quarter, markets found their footing and finished positive across every major asset class.  Continued vaccination success, massive amounts of fiscal and monetary stimulus, solid economic activity, and earnings acceleration all contributed to the investor optimism that witnessed the S&P 500 deliver positive quarterly results for the fifth consecutive quarter, which is the longest consecutive streak since the nine-quarter stretch that ended in 2017. 

We have experienced a fair amount of retirement plan litigation over the last decade. The litigation pace picked up during the COVID-19 pandemic and shows no signs of slowing down.