Market & Economic Commentary | Spring 2015
By: Jim Scheinberg – May 29, 2015 Swimming Against the Currency In our Winter issue, we highlighted the dynamic created by last…
Fiduciary Commentary | Spring 2015
By: Brant Griffin – May 19, 2015 DOL Proposes Revised Fiduciary Rule Currently, the law governing standards of conduct for those performing…
Fiduciary Commentary | Winter 2014/2015
By: Brant Griffin – February 16, 2015 On February 2, 2015 the Fiscal Year 2016 Budget was released by the White House.…
Market & Economic Commentary | Winter 2014/2015
By: Jim Scheinberg – February 18, 2015 Oil’s not well… except at the North Pole The biggest story of the quarter, by far, was…
Fall 2014 Market & Economic Commentary
By: Jim Scheinberg – November 7, 2014 We took an end of summer dip. Turns out the water’s still warm. In our…
IRS Announces 2015 Cost-of-Living Adjustments
By: Brant Griffin – November 6, 2014 On October 23, 2014 the IRS announced this year’s retirement-related cost of living adjustments. Because…
Guidance on Deferred Annuities in Target Date Funds
By: Brant Griffin – November 6, 2014 Originally published by the ASPPA Government Affairs Committee On October 24, 2014, the IRS and DOL issued…
Summer 2014 Fiduciary Commentary
By: Brant Griffin – August 06, 2014 Inherited IRA Caution Retirement accounts can be among savers’ most valuable assets, intended to provide…
Summer 2014 Market and Economic PIERspective
By: Jim Scheinberg – July 17, 2014 Steady as She Goes Grows I’ve been a sailor since the age of 10. And…
Fiduciary Commentary | Summer 2015