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Market Observations The Fed’s path to normalizing interest rates after a prolonged period of near-zero rates started out slow, but the pace of monetary tightening has ramped up considerably over the last year. Liquidity in the financial markets rapidly started to disappear in the 4th quarter, as …Read more
2018 was a challenging year for investors. With many questions circling about what will happen in 2019, we share perspectives from some of the top investment managers - and our own thoughts - on the year ahead.Read more
Market Observations For the first time in nearly two decades, there are more jobs available than there are unemployed workers to fill them. The gap between job openings and the unemployed has steadily increased throughout 2018. In September, job openings exceeded the number of Americans officiall…Read more
As the retirement plan space continues to evolve, so do the trends and best practices. We explore some of these as they relate to delivering retirement benefits to healthcare and higher education employees.Read more
2019 brings the 10-year anniversary of the day the stocks bottomed out - and, with that, investors are beginning to question where the market will go from here. We explore the top four potential risks for retirement investors in 2019.Read more
The ongoing monitoring and selection of investment options are part of a plan sponsor’s fiduciary responsibility. There are many key points a plan sponsor should consider beyond cost and performance (which are important) to maintain a quality investment lineup.Read more
Short-term interest rates have soared to their highest level in nearly a decade as the Federal Reserve continues to normalize interest rates.Read more
According to the Federal Reserve, household net worth, or the value of all assets less liabilities, rose by nearly $2.2 trillion in the second quarter to a record $106.9 trillion. In many cases, a large percentage of this increase in net worth has been driven by home ownership and rising real estate…Read more
One of Warren Buffett’s favorite valuation measures, Stock Market Capitalization to Gross Domestic Product, is flashing a warning sign for stocks. This simple valuation measure is used to assess whether a country’s stock market is overvalued or undervalued, compared to its historical averageRead more
While created as a way to save for medical expenses, health savings accounts (HSAs) can be a formidable option for retirement savings.Read more