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…
Top Compliance Risks for Employer Plans | Winter 2018/2019 Fiduciary Commentary
By: Brant Griffin Top Compliance Risks for Employer Plans For many retirement plan sponsors the mere thought of plan compliance is overwhelming. …
Too Much Ado About Somethings? | Winter 2018/2019 Market & Economic Commentary
By: Josh Mackenzie & Jim Scheinberg – February 13, 2019 Too Much Ado About Somethings? The last quarter of 2018 proved to…
Market & Economic Commentary | Fall 2018
By: Josh Mackenzie & Jim Scheinberg – November 27, 2018 Green with Envy The entire world is green with envy. By all…
Fiduciary Commentary | Fall 2018
By: Brant Griffin IRS Announces 2019 Cost-of-Living Adjustments On November 1, 2018 the IRS announced this year’s retirement-related cost of living adjustments.…
Market & Economic Commentary | Summer 2018
By: Jim Scheinberg – August 29, 2018 Hottest Summer Ever! Sure the temperatures might be soaring across most of the U.S., but…
All Quiet on the Far Eastern Front…of the Trade War