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Week-in-Review: Week of 11.16.20

The Bottom Line ● The S&P 500 and Dow couldn’t advance for a third week in a row, but small cap stocks were able to extend their streak to three. The Russell 2000 small cap index has gained about +16% in November. ● For the second week in a row, markets opened on...

5 Benefits of Offering Retirement Accounts

Retirement plans are an important element of any employer’s benefits package. In a recent Glassdoor survey, 79% of employees said they would prefer new or additional benefits over a pay increase. The survey also revealed that 401(k) plans, retirement plans,...

Week-in-Review: Week of 11.09.20

The Bottom Line ● The S&P 500 and Dow were up for the second week in a row, but it was small cap stocks that topped the leader board for the second straight week. After delivering + 6.9% last week, the Russell 2000 small cap index added another +6.1% this week. ●...

Open Enrollment

Open Enrollment As we talk to plan participants this fall, it’s apparent that they’re awash with uncertainty. Throughout the last couple of months – before, during, and after the election – the markets have been trying to tell participants that...