by Chris Bouffard | Apr 8, 2021 | Blog
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...
by Matthew Eickman | Apr 7, 2021 | Blog
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...
by Chris Bouffard | Apr 5, 2021 | Blog
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...
by Qualified Plan Advisors | Apr 1, 2021 | Blog
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....
by Chris Bouffard | Mar 29, 2021 | Blog
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...
by Matthew Eickman | Mar 23, 2021 | Blog
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...
