As the month went on, the volatility continued, but risk assets went on a final run towards the end of the month with almost all asset classes ending in the green for May. Check out the latest Month in Review.
A Perfect Pairing: Target-Date Funds and Advisor-Managed Accounts
With spring already here and summer arriving soon, these warmer months offer a perfect time to hold a wedding and celebrate two people committing to share their lives with each other. Amid this happy wedding season, it’s also important to look ahead. Retirement plans are the best way to secure a couple’s future, and just as two people entering marriage are often well matched, target-date funds and advisor managed accounts represent a perfect match in a retirement plan solution.
Month-in-Review: April 2022
From asset class performance to the Fed’s monetary policy in the midst of peak inflation, Prime Capital Investment Advisors’ Research Team has done the deep dive to bring you the information you need to know now. Check out the April Month in Review.
The Advocate Newsletter: Lessons From the 2022 Qualified Plan Fiduciary Summit
This year’s Qualified Plan Fiduciary Summit connected plan sponsors with retirement industry thought leaders, advisors, recordkeepers, ERISA attorneys, money managers, and other service providers. This month’s newsletter article recaps the key themes from the event and items for plan fiduciaries to consider as we navigate a challenging labor market, an active litigation and regulatory environment, and increased employee needs and expectations.
Qualified Plan Advisors: April 2022 Advocate Newsletter
In late March, Congress took its most significant step yet toward the passage of “SECURE Act 2.0”. The House passed the “Securing a Strong Retirement Act of 2022” in a 414-5 vote, which sets up a process through which the Senate will reconcile retirement-related bills currently in committee and negotiate with the House on potential final legislation. This month’s newsletter includes a brief summary of the path forward for SECURE Act 2.0 and identifies the Act’s provisions most likely to have the widest impact.
Week-in-Review: Week ending in 03.25.22
Risk Assets continued to dig themselves out of their year-to-date hole, with most global indices posting a positive, or very slight negative week.
Week-in-Review: Week ending in 03.18.22
Overall, economic data releases mostly met their expectations, showing that despite the near-term effects of the Russia-Ukraine conflict, the economy is still marching on. Importantly, the FOMC raised interest rates for the first time and took on a very hawkish tone for future monetary policy. Next week is on the lighter side, most releases relate to manufacturing data and real estate.
Qualified Plan Advisors: March 2022 Advocate Newsletter
As we surveyed the fiduciary scene for this month’s newsletter, two topics jumped out at us: market turbulence and next month’s Qualified Plan Fiduciary Summit. We decided to spend some time on both.
Week-in-Review: Week ending in 03.11.22
European equities were able to recover some losses for the week, but the rest of global equities were largely in the red as the conflict between Russia and Ukraine raged on.
Week-in-Review: Week ending in 03.04.22
Global equities continued their sell off for the week as the conflict between Russia and Ukraine raged on.