New Year, New Perspective: Is Your Retirement Plan Advisor Keeping Up?
Q1 2025 Market Commentary + Outlook Executive Summary The S&P 500 declined 4.3% in the first quarter of 2025, with most losses occurring in March as economic uncertainty intensified. Inflation expectations rose sharply following the announcement of broad new tariffs, and the Federal Reserve (Fed) held interest rates steady, signaling a more cautious approach amid… Read more New Year, New Perspective: Is Your Retirement Plan Advisor Keeping Up?
Preparing Your Company’s Retirement Plan for the Year Ahead: 3 Strategic Shifts Employers Should Address Now
Q1 2025 Market Commentary + Outlook Executive Summary The S&P 500 declined 4.3% in the first quarter of 2025, with most losses occurring in March as economic uncertainty intensified. Inflation expectations rose sharply following the announcement of broad new tariffs, and the Federal Reserve (Fed) held interest rates steady, signaling a more cautious approach amid… Read more Preparing Your Company’s Retirement Plan for the Year Ahead: 3 Strategic Shifts Employers Should Address Now
One Big Beautiful Bill Act: Key Provisions and What They Mean for You
On July 1, 2025, the U.S. Senate advanced the “One Big Beautiful Bill Act” with a narrow 51–50 vote, with Vice President JD Vance casting the decisive tie-breaking vote. The vote followed more than 20 hours of negotiations and amendments, marking a significant step forward for the sweeping tax and spending legislation. The bill now… Read more One Big Beautiful Bill Act: Key Provisions and What They Mean for You
