Ideas & Insights

Inflation influences Fed policy, and both impact stock prices. Our analysis of equity performance during various regimes may surprise you.

Recent economic data has stoked inflation fears. The question is whether these signs of upward price pressure are cyclical or structural.

Gains in emerging markets stocks failed to sustain further advances so far this year. Let's look at some of the key drivers.

U.S. business activity registered a substantial increase at the end of the first quarter of 2021. Find out why.

Investors are watching earnings to gauge the extent to which corporate profits are being impacted by supply chain issues and more.

Repaying student loans is a win, but employees are missing out on contributing to their retirement and employer matching contributions.

March was another strong month for risk assets, especially in the U.S. as vaccine manufacturing and distribution ramped up.

An increase in long-term capital gains rates may be cause to re-evaluate your portfolio, but our analysis suggests the market may not care.

S&P 500 corporations are poised for their largest year-over-year increase in quarterly earnings in a decade. Read more.

In this issue, we discuss updates to regulations that may affect you and your retirement plan. Learn more now.

Near term, headlines for REITs may remain challenging, especially as pandemic recovery efforts ebb and flow. Learn more.

Equities rallied, notably small cap and value stocks, amid more vaccine progress and the anticipation of more stimulus.

Individuals may be eligible for a valuable incentive to reduce federal income tax liability for contributing to a 401(k) plan.

While we are constructive on near-term markets, we will focus on the rebound in business activity following progress with the vaccine.

While global economic activity increased in late 2020, the pace of recovery may be poised to moderate sequentially.

Learn the importance of discussing with a plan advisor how best to customize plan fees based on circumstance and available options.

What many ERISA plan sponsors consider “reasonable” fiduciary responsibility for plan document retention may not comply with IRS rules.

The Department of Labor is working on guidance addressing cybersecurity issues as they relate to plan sponsors and third-party providers.

A consequence of COVID-19 reductions is potential partial plan termination. Learn the requirements of a partial plan termination.

The responsibility of selecting and monitoring the plan’s menu of investments is designated to a retirement plan investment committee.