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Qualified Plan Advisors: May Advocate Newsletter

The DOL Issues Important Cybersecurity Guidance The Department of Labor (DOL) has issued a helpful, practical, and very detailed set of guidance aimed at the many cybersecurity risks present in today’s retirement plan industry. Although much of the guidance...

Week-in-Review: Week ending in 04.30.21

The Bottom Line ● Global equities were little changed for the week with the S&P 500 essentially flat while the Nasdaq, Russell 2000, and international stocks were slightly negative. ● The yield on the benchmark U.S. 10‐year Treasury note climbed +0.07% to 1.63% as...

Week-in-Review: Week ending in 04.23.21

The Bottom Line ● The S&P 500 Index was just 0.13% away from making its fourth consecutive weekly record high. Trading was choppy during the week despite strong economic data and stellar earning results with more S&P 500 companies beating EPS estimates than...

Week-in-Review: Week ending in 04.16.21

The Bottom Line ● For the third week and a row the S&P 500 and Dow Jones Industrial Average both closed at new record highs. Earnings and economic data continues to come in stronger‐than‐expected. ● After being relatively flat for the last two weeks, the yield on...

Q1 Quarterly Client Update

What a Difference a Year Makes This time last year, we were all forced to make drastic changes to our everyday lives — working from home, acting as educators to our children and grandchildren, and settling in for the unknown long-term. Fortunately, there is...