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Ideas & Insights


Weekly Market Commentary

2020 outlook: What could possibly go wrong?

Investors are now asking what, if anything, will derail markets from moving higher. Will a reversal in 2020 mean we’re back to the races?

Insight Article

Retirement Report: First Quarter 2020

In this issue, we discuss the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) potential effect on plan sponsors.

Tax Alert

SECURE Act impacts employer plans

The SECURE Act makes changes affecting retirement benefits in qualified plans and in IRAs for both the employers and individuals.

  • Andrioff, Joni
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Weekly Market Commentary

Recession risk and strategic asset allocation

It is important for investors to focus on long-term strategic asset allocation in the face of short-term economic headwinds.

  • Lamoutte, Keith
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Insight Article

Retirement Report Fourth Quarter 2019

In this issue: IRS guidance on uncashed retirement distribution checks and reasons to integrate HSAs into your company's retirement plan.