Market Commentary - October 2024
For investors, Q4 offers a mix of potential challenges and opportunities.
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Sep 242 min
Fed Rate Cuts Explained: What They Mean for Your Family’s Finances
Long-term financial health is about planning, not reacting to every shift in interest rates.
Sep 102 min
New Job? 4 Quick Tips to Help Secure Your Future
New job? These 4 simple tips can help set you up for long-term financial success.
Apr 173 min
WisEARNS, Retirement Marketplace Proposals Stall
Wisconsin small business owners dodged a bullet, again.
Feb 212 min
Roth 401(k) + Target Date Funds = Tax Inefficiency
When it comes to planning for retirement, many investors turn to Roth 401(k)s for their tax advantages. These accounts allow individuals...
Jan 242 min
Rhythms of Riches: The Art of Tax-Efficient Investing
Investing is not just about picking the right stocks; it's about choreographing a dance that allows you to keep more of what you make.
Jul 24, 20232 min
The Chart You Won't Find in Enrollment Materials
If you've ever become eligible for your employer's 401(k) plan, you know there's a lot of material provided to you. Enrollment forms,...
Jul 19, 20233 min
One Change That Can Take Your Retirement Benefits From Good to Great
Most employers, and their fiduciary committees, have been trained by their service providers that exceptional plans are characterized by...
Jun 22, 20232 min
Starter(k): A Solution in Search of a Market?
When it comes to selecting the ideal retirement plan for your employees, it's essential to explore all available options. Beginning in...
Jun 9, 20232 min
The Benefits of Simplification
Ever wonder why 401(k) plans cost so much to run when you can open an IRA directly at a custodian and automate contributions for minimal,...
May 11, 20232 min
Does Automatic Enrollment Increase Net Worth?
It's no secret that automatic enrollment provisions in retirement plans improves participation rates. Most providers (especially those...
Apr 27, 20233 min
Work: Blessing or Curse?
What if retirement isn't just a way to fund a contented life without a paycheck? What if retirement and work aren't mutually exclusive? ...
Apr 5, 20232 min
Eliminating Excess Costs in Retirement Plans
Small and mid-sized businesses often have expensive retirement programs, but many of them don't realize what the true cost is. This is,...
Mar 29, 20232 min
ESG Rule - Tyrannical or Enabling?
Nowadays, many people are talking about ESG, which stands for environmental, social, and governance factors, and how they should be...
Mar 7, 20233 min
On-Demand Pay: An Administrative Trap?
Don't overlook your retirement plan when adding on-demand pay.
Dec 27, 20223 min
The Truth About Roth Contributions
SECURE 2.0 contains several provisions designed to drive more Roth contributions into workplace retirement plans.
Dec 14, 20226 min
What 401(k) and IRA Accounts Really Cost You
Many individuals I have the pleasure of working with really don't know their true costs of investing. They get statements and some get...
Dec 13, 20224 min
Auto-Portability Feature Sidesteps Fiduciary Advice
Much progress has been made over the last decade to protect retirement investors from imprudent advice and unsuitable products. The...
