Insights


23

Nov 2020

This Week's Market Moves: November 23, 2020

U.S. stocks ended the week mixed, as investors weighed rising coronavirus cases against progress on the vaccine front. Here are some other insights on the markets and the economy from last week: U.S. stocks hovered near record highs as investors balanced concerns over the near-term economic fallo…

Read more

16

Nov 2020

This Week's Market Moves | November 16, 2020

The S&P 500 Index climbed to a record high amid positive developments on the vaccine front. Optimism that a vaccine could accelerate the recovery led to a rotation out of stay-at-home stocks into more cyclical plays. Here are some other insights on the markets and the economy from last week: …

Read more

09

Nov 2020

This Week's Market Moves | November 9, 2020

U.S. stocks soared last week, with the major indices rising back within striking distance to their all-time highs. Election uncertainty did not seem to faze the markets as predicted, with the Dow Jones climbing 6.9%, the S&P 500 Index rising 7.4% and the tech-heavy NASDAQ soaring 9.0%. Here are some…

Read more

02

Nov 2020

This Week's Market Moves | November 2, 2020

U.S. stocks suffered their biggest weekly rout since March, with the S&P 500 Index declining 5.6%, the Dow Jones off 6.5% and the NASDAQ down 5.5% this past week. Concerns about growth resurfaced as coronavirus cases surged across the U.S. and Europe, and the timing of another stimulus package remai…

Read more

28

Oct 2020

401(k) Retirement Plan Fee Litigation

The coronavirus pandemic and resulting mandated closures did not slow the volume of 401(k) retirement plan fee litigation during 2020. With more employees at home during a tumultuous year, many individuals had time to spend anxiously watching the volatile markets and ponder their retirement plan per…

Read more

28

Oct 2020

Presidential Elections: The Impact on Retirement Plan Investors

Every four years, politics and finance overlap as Americans head to the polls. With the 2020 election less than a week away, many investors are wondering what impact the results may have on their holdings. Can history provide guidance as to how the market has performed during past election cycles?

Read more

28

Oct 2020

Chart of the Month: How U.S. Stocks Fared in Past Election Cycles

Sources: S&P Global; The National Bureau of Economic Research Market Observations Investors should prepare for rising market volatility as election day approaches. While polls have shifted from the expectation of the contested election to the speculation of a Democratic sweep, the outcome may no…

Read more

28

Oct 2020

Communicating Retirement Plan Changes During COVID-19

As the pandemic swept across the country, plan sponsors were forced to find new ways to effectively communicate retirement plan changes in an unprecedented virtual world. While this provided challenges, it was also met with some unexpected benefits.

Read more

28

Oct 2020

Finding Income in a Lower-for-Longer Interest Rate Environment

While the Fed's announcement that interest rates will remain low is welcome news to the healing economy and borrowers, it poses a significant issue for income-focused investors. What do retirement plan participants need to know and how can those nearing retirement find the income they need?

Read more