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Month-in-Review: March 2021

Quick Takes ● March by the numbers. U.S. stocks were up nicely in in March. The headline S&P 500 index returned + 4.4% (with dividends), its fourth positive month in the last five. All 11 sectors posted positive results, led by Energy (+29.3%). Large Value topped...

Qualified Plan Advisors: April Newsletter

Qualified Plan Fiduciary Summit Preview: Fiduciaries and Participants in a New Normal We’ve learned a lot about retirement plan participants and fiduciaries over the last year. The upcoming April 21st Qualified Plan Fiduciary Summit presents an opportunity for...

Week-in-Review: Week ending in 04.02.21

The Bottom Line ● The S&P 500 continued to set new record highs, this time above the 4,000 level for the first time to start the second quarter. Technology stocks sustained their renewed strength and led the Nasdaq and growth indices to the top of the charts over...

Should You Hire a Retirement Plan Advisor?

Many people underestimate the importance of having a retirement advisor. According to an Investopedia article, about 33% had no defined contribution plan of any kind in 2019. Retirement plans can be complex and rules associated with them are constantly changing....

Week-in-Review: Week ending in 03.26.21

The Bottom Line ● The S&P 500 closed the week at a new all‐time high after a shaky start to the week. Like last week though, technology and small cap stocks fell, with the Nasdaq Composite down ‐0.6% and the Russell 2000 down ‐2.9%. ● February economic data...

What a Year It Has Been

I woke up this morning to a series of articles “celebrating” a momentous one-year anniversary. On March 23, 2020, the S&P 500 reached its mid-COVID-19 pandemic bottom. A year later, there are a lot of numbers to celebrate. For example, the S&P 500...