Climate Controlled… for Your Comfort
Fall 25 Market & Economic Commentary: The third quarter of 2025 was filled with the kind of headlines that typically send investors…
A Plan So Crazy, It Might Work
Summer 25 Market & Economic Commentary: The second quarter of 2025 started off with a bang, or what others might call a…
Fog Warning
Spring 25 Market & Economic Commentary: The severity of the Trump tariff announcement in early April was a shock to all, especially…
The Winds of Change – Trump 2.0
Winter 24-25 Market & Economic Commentary: Like the crisp winter air biting at your face when you step outside of a warm…
Goldilocks Has Left the Cottage
Fall 24 Market & Economic Commentary: For several quarters now, financial pundits have been praying for a “Goldilocks” fairytale reversal to the…
The Seatbelt Sign Has Been Illuminated
Summer 24 Market and Economic Commentary “Please fasten your seatbelts; we’re expecting turbulence ahead.”Most flyers know exactly what this announcement over a…
Supreme Court Ruling: ERISA Implications for Plan Fiduciaries
Spring 2025 Fiduciary Commentary Supreme Court Ruling: ERISA Implications for Plan Fiduciaries In a recent unanimous decision, the US Supreme Court made…
What We’re Watching Under a New Trump Presidency
With the Election of Donald Trump last week, we can expect a lot of changes. Many impact the retirement plan industry. Since…
Higher for Longer for Longer
Spring 2024 Market and Economic Commentary After North Pier warned of the pending likelihood of a delay in expected cuts in interest…
When Running with the Bulls, Watch the Horns!