Capitulating or Cascading?
Summer 2022 Market & Economic Commentary If there was “nowhere to hide in Q1 of 2022,” as we led with in North…
Summer 2022 Fiduciary Commentary
Summer 2022 Fiduciary Commentary Target Date Fund Lawsuits on the Rise A recent swarm of lawsuits has been challenging many of the…
Inflation, Invasion, Inversion, Oh My!
Spring 2022 Market & Economic Commentary It may seem like there was nowhere to hide in Q1 of 2022. With inflation still…
SECURE Act 2.0 – Proposed Provisions
Spring 2022 Fiduciary Commentary On March 29, 2022, the House of Representatives passed the retirement savings legislation, Securing a Strong Retirement Act (also…
COLA 2022: A Precursor to Higher Rates of COLA in the Future?
Fall 2021 Fiduciary Commentary After lying dormant for nearly a decade, inflation is back and rising at a faster rate than anytime…
FOMO – Fear of Missing Out, or Fear of Momentum?
Summer 2021 Market & Economic Commentary The continued strength of global equity markets makes all the sense in the world…. in a…
2020 Callan Defined Contribution Survey – Key Findings and Trends
Summer 2021 Fiduciary Commentary Callan’s 2021 Defined Contribution Survey captures the view of a broad spectrum of large and mega-plan sponsors on various…
Real Estate, Emerging Markets, and Valuations (Reuters)
Managing Partner & CIO Jim Scheinberg recently shared his insight on the red-hot real estate market, the emerging markets sector, and valuations…
Inflation Fears, Supply Shortages Drive Demand for Commodities (Reuters)
As the economy rebounds from the pandemic, rising prices are driving an increase in the price of commodities. How should an investor…
Into the Great Unknown