What the 2025 Social Security COLA means for your retirement
The Social Security Administration (SSA) has announced a 2.5% Cost of Living Adjustment (COLA) for 2025, offering a welcome boost millions of retirees and disabled Americans’ benefits. This adjustment comes as part of the SSA’s ongoing effort to ensure that beneficiaries can maintain their standard of living, even as prices rise. Understanding how COLA impacts your benefits… Read more What the 2025 Social Security COLA means for your retirement
How to Succeed as a Fiduciary in 2024: A Q&A with Casey McKillip, Aldrich Wealth
How to Succeed as a Fiduciary in 2024: A Q&A with Casey McKillip, Aldrich Wealth 2023 was a volatile year for the financial markets. As we start the new year, retirement plan sponsors and fiduciaries are looking for confidence in the management of their plans from experienced professionals. In a recent interview, Casey McKillip, MBA,… Read more How to Succeed as a Fiduciary in 2024: A Q&A with Casey McKillip, Aldrich Wealth
Fiduciary Challenges + Opportunities for 2024: A Q&A with Kathy Peterson, Aldrich Wealth
Fiduciary Challenges + Opportunities for 2024: A Q&A with Kathy Peterson, Aldrich Wealth With only weeks until the end of the calendar year, retirement plan fiduciaries are busy preparing for 2024. Now is an ideal time to reflect on past performance and determine how to improve in the year ahead. In this Q+A, Kathy… Read more Fiduciary Challenges + Opportunities for 2024: A Q&A with Kathy Peterson, Aldrich Wealth
Protecting Your Health Plan against Excessive Fee Litigation
Protecting Your Health Plan against Excessive Fee Litigation Since the early 2000s, retirement plans have battled lawsuits claiming plans pay excessive fees to covered service providerssuch as plan administration and investment fees. These fees can significantly drain the value of participants’ accounts—a 1% increase in fees can reduce an account balance at retirement by 28%,… Read more Protecting Your Health Plan against Excessive Fee Litigation
Fewer Audits? Important Changes to 2023 Form 5500 and Form 5500-SF Filings
Fewer Audits? Important Changes to 2023 Form 5500 and Form 5500-SF Filings The extended Form 5500 filing deadline is approaching, and 401(k) plan sponsors will recall the time-consuming and labor-intensive work required for completing an annual plan audit. Starting on January 1, 2024, the Department of Labor (DOL) and the SECURE Act 2.0 introduced a… Read more Fewer Audits? Important Changes to 2023 Form 5500 and Form 5500-SF Filings
Protected: Are You Willingly Compromising your Accounts?
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Q4 2019 Market Commentary with Darin Richards
Each quarter, Aldrich Wealth Partner Nicole Rice and Chief Investment Office Darin Richards provide market commentary and make projections for the upcoming quarter. This conversation is accompanied by a deeper dive into market performance and outlook, as well as featured articles on popular topics such as retirement planning and changes in interest rates. Executive Summary Equity… Read more Q4 2019 Market Commentary with Darin Richards
Q2 2019 Market Commentary + Outlook
Each quarter, Aldrich Wealth Partner Nicole Rice and Chief Investment Office Darin Richards provide market commentary and make projections for the upcoming quarter. This conversation is accompanied by a deeper dive into market performance and outlook as well as featured articles on popular topics such as retirement planning and changes in interest rates. Equity markets continued… Read more Q2 2019 Market Commentary + Outlook
Aldrich Wealth Recognized as 24th on 2019 Top 150 Firms
Accounting Today named Aldrich Wealth LP the 24th largest wealth management firm nationally that is affiliated with a CPA firm on their 13th annual ranking of CPA firms by assets under management. The list recognizes leading CPA firms in wealth management. Aldrich Wealth LP was recognized as the largest wealth management firm affiliated with a… Read more Aldrich Wealth Recognized as 24th on 2019 Top 150 Firms
Q1 2019 Market Commentary + Outlook
Each quarter, Director of Aldrich Wealth Nicole Rice and Chief Investment Office Darin Richards provide market commentary and make projections for the upcoming quarter. This conversation is accompanied by a deeper dive into market performance and outlook as well as featured articles on popular topics such as retirement planning and changes in interest rates. Patient… Read more Q1 2019 Market Commentary + Outlook
Q4 2018 Market Commentary + Outlook
Each quarter, Director of Aldrich Wealth Nicole Rice and Chief Investment Office Darin Richards provide market commentary and make projections for the upcoming quarter. This conversation is accompanied by a deeper dive into market performance and outlook as well as featured articles on popular topics such as retirement planning and changes in interest rates. Despite… Read more Q4 2018 Market Commentary + Outlook
Q3 2018 Market Commentary + Outlook
A backdrop of solid economic activity and strong corporate earnings, particularly in the U.S., bolstered global equities throughout the quarter. Tax cuts continued to support corporate profits, but ongoing Federal Reserve interest rate hikes and U.S.-China trade tension have placed notable pressures on the go-forward investment narrative. The U.S. topped regional equity-market results for the… Read more Q3 2018 Market Commentary + Outlook
