DOL Issues Proposed Exemption for Investment Fiduciaries
Summer 2020 Fiduciary Commentary The DOL recently announced a proposed regulation that would provide an exemption under ERISA to permit fiduciaries to…
Twin Peaks?
Summer 2020 Market & Economic Commentary The recent recovery in the capital markets has been nothing short of miraculous. Yes, the economy…
The Virus That Broke the Program
Spring 2020 Market & Economic Commentary By: Jim Scheinberg – May 8, 2020 If you are reading this quarterly commentary, you know…
Retirement Legislation Update – The SECURE Act
Winter 2019/2020 Fiduciary Commentary By: Brant Griffin, February 28, 2020 The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019,…
All Quiet on the Far Eastern Front…of the Trade War
Winter 2019/2020 Market & Economic Commentary By: Jim Scheinberg – February 17, 2020 Well, the trade war is over…at least for now.…
Following the Bouncing Dow | Summer 2019 Market & Economic Commentary
By: Joshua Mackenzie & Jim Scheinberg The Global equity markets continued their bouncy ride in the second quarter. Emotional jitters reversed the…
SEC Adopts Best Interest Regulations | Summer 2019 Fiduciary Commentary
By: Brant Griffin SEC Adopts Best Interest Regulations On June 5, 2019, the Securities and Exchange Commission voted to adopt Regulation Best…
Retirement Legislation Update – Here We Go Again | Spring 2019 Fiduciary Commentary
By: Brant Griffin Retirement Legislation Update – Here we go Again The most comprehensive changes to the retirement systems since the Pension…
Markets Bloom Ahead of Spring | Spring 2019 Market & Economic Commentary
By: Josh Mackenzie & Jim Scheinberg – April 30, 2019 Markets Bloom Ahead of Spring Just as the fear-based instinct of fight…
Qualified Plan Contributions During COVID-19