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The Case for Financial Coaching

“I just want someone to talk to …..And a little of that human touch” – The Case for Financial Coaching Could the key to a successful financial wellness program for employees really be as simple as the lyrics to a Bruce Springsteen song?  Maybe so. Stressors in...

Week-in-Review: Week of 02.01.21

The Bottom Line ● January’s GameStop craze dissipated and equity volatility plunged as investors refocused on the potential for a big stimulus package, encouraging earnings results, and improving Covid‐19 vaccination and hospitalization data. ● On Friday the Labor...

Month-in-Review: January 2021

Quick Takes ● S&P 500 drops, volatility pops. After starting the month strong, global equity markets mostly gave up their gains as the month ended. The last week of January was the worst week for the S&P 500 since October and January was its first negative...

Qualified Plan Advisors: February Newsletter

What to Do with the DOL’s Missing Participant Guidance? Many of us are old enough to remember when the Department of Labor’s (DOL’s) top three initiatives seemed to be timeliness of contributions, timeliness of contributions, and, well, timeliness of...

12 Essential Cyber Security Tips

Tip #1: Understand that “You” are a target to hackers… Don’t ever say, “It won’t happen to me.” We are all at risk and the stakes are high – both for your personal and financial well-being and for our Firm’s standing and reputation....

Week-in-Review: 1-25-21

The Bottom Line ● A mania around heavily‐shorted stocks, weaker than expected GDP data, and disappointing new vaccine results weighed on global stocks this week. Most major indices fell ‐3to‐4%, the worst week since October. ● The Cboe Volatility Index (VIX) spiked to...