Appointment for Disappointment?
Winter 2023/2024 Market and Economic Commentary The markets have rejoiced at the prospects of lower interest rates. As the markets continued to…
One More Time: The Department of Labor Proposes a New Fiduciary Rule, Again
Winter 2023/2024 Fiduciary Commentary After several false starts and years of work and intense debate, the Department of Labor (DOL) has proposed…
Higher Longer – Fall 2023 Market and Economic Commentary
Fall 2023 Market and Economic Commentary Reality finally sank in for the markets. Higher interest rates may be here for longer than…
Common Errors Found During Retirement Plan Audits – Fall 2023 Fiduciary Commentary
Fall 2023 Fiduciary Commentary Common Errors Found During Retirement Plan Audits The audit of a qualified retirement plan is intended to safeguard…
Re-Inflation
Summer 2023 Market & Economic Commentary Sure, inflation is still with us, albeit at more modest levels (by most measures). Yet, that’s…
SECURE Act 2.0 Update – Rothification Hits a Snag
Summer 2023 Fiduciary Commentary At the end of 2022, the SECURE Act 2.0 was signed into law. This legislation influences virtually all…
Fed Up Yet?
Spring 2023 Market & Economic Commentary The tale of the tape for the financial markets continues to revolve around the Federal Reserve.…
Retirement Income Products
Spring 2023 Fiduciary Commentary Retirement is often depicted as a carefree, well-deserved time to relax, travel, and enjoy family and friends. It…
Into the Great Unknown
Fall 2022 Market & Economic Commentary Markets like clarity, even when the view may not be as rosy. As North Pier conducts…
Target Date Funds Review