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Weekly Market Insights: Stocks Rally, Despite Recession Concerns
Prospects of cooling inflation powered a rally in stock prices last week despite growing recession concerns.The Dow Jones Industrial Average gained 5.39%, while the Standard & Poor’s 500 climbed 6.45%. The Nasdaq Composite index...
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Weekly Market Insights: Fed Rate Hike Triggers Market Dip
Stocks moved lower last week as recession fears deepened following a Fed hike in interest rates and weak economic data.The Dow Jones Industrial Average fell 4.79%, while the Standard & Poor’s 500 dropped 5.79%. The Nasdaq...
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Weekly Market Insights: Stocks Dip on Inflation Report
A higher-than-expected inflation report triggered a sell-off on Friday, leaving stocks in the red for the week.The Dow Jones Industrial Average lost 4.58%, while the Standard & Poor’s 500 dropped 5.05%. The Nasdaq Composite index...
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Weekly Market Insights: Stocks Slip on Mixed Economic News
In a holiday-shortened week of volatile trading, stocks surrendered some of the previous week’s strong gains.The Dow Jones Industrial Average fell 0.94%, while the Standard & Poor’s 500 declined 1.20%. The Nasdaq Composite...
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Weekly Market Insights: Confidence in Fed Helps Spark Market Rally
Stocks posted solid gains for the week, buoyed by the release of Fed meeting minutes and upbeat earnings from mid-size and discount retailers.The Dow Jones Industrial Average jumped 6.24%, while the Standard & Poor’s 500 advanced...
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Weekly Market Insights: Fed Signals More Aggressive Action on Interest Rates
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Weekly Market Insights: Inflation and Ukraine Rattle Investors Another Week
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Weekly Market Insights: Inflation and Ukraine Fears Cool Markets
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Market in a Minute: Climate Change
Climate action is front and center for both the Biden administration and many of the world’s largest companies. Read my latest Markets in a Minute for a look at the opportunities and obstacles in the race to a clean-energy future and...
Read MoreRetirement Times - August 2018
Collective Investment Trusts — The Fastest Growing Investment Vehicle Within 401(k) Plans. For almost a century, collective investment trusts (CITs) have played an important role in the markets. They were originally introduced in...
Read MoreRetirement Times - July 2018
What is an Exchange?An exchange is a turnkey solution for businesses that allows you to provide the benefit of a retirement plan while offloading much of the administrative and fiduciary responsibilities at a potential cost reduction....
Read MoreRetirement Times - June 2018
Are You Prepared for an IRS Audit? The Internal Revenue Service’s (IRS’s) Employee Benefit Audit Program is used to audit and enforce. The IRS’s emphasis, with respect to defined contribution plans is on compliance...
Read MoreRetirement Times - May 2018
Have You Conducted a Fee Equalization/Levelization? Fees in defined contribution (DC) plans can be complicated. Historically, fees have not been fully and simply disclosed, but the industry is changing towards greater and more...
Read MoreRetirement Times - April 2018
In our research, late deposit of contributions is a frequent error made by plan sponsors and is a key priority of the Department of Labor (DOL). In every plan audit conducted by the DOL, the investigator looks to see if contributions...
Read MoreRetirement Times - March 2018
This month the Retirement Time blog will focus in on Target Date Funds and their growing popularity as a qualified default investment alternative (QDIA). We hope that this article is informative and applicable.
Read MoreRetirement Times - February 2018
Navigating the obligations and duties of being a Retirement Plan Sponsor can be challenging. We hope that this month's edition of our Retirement Times Newsletter will provide you with meaningful insights and we hope you have a great...
Read MoreMarket Volatility
This week, the Dow Jones Industrial Average dropped in a way that it never had before. Monday, the benchmark fell 1,175 points, taking the greatest tumble in its long history. At one point, it was down 1,500 points during...
Read MoreRetirement times - January 2018
Navigating the obligations and duties of being a Retirement Plan Sponsor can be challenging. We hope that this month's edition of our Retirement Times Newsletter will provide you with meaningful insights and we hope you have a great...
Read MoreHow Insurance Can Help You Retire in Comfort
How Insurance Can Help You Retire in Comfort When we think about retirement, we usually think about our IRAs, our 401(k), social security, and other savings vehicles. But one essential component to retirement savings that often gets...
Read MoreRetirement Times: December 2017
Navigating the obligations and duties of being a Retirement Plan Sponsor can be challenging. We hope that this month's edition of our Retirement Times Newsletter will provide you with meaningful insights and we hope you have a great...
Read MoreRetirement Times: November 2017
The November 2017 edition of our Retirement Times Newsletter will discuss the expanding definition of employee benefits packages. November 2017 - Retirement Times
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Retirement Times: Newsletter for Plan Sponsors
Navigating the obligations and duties of being a Retirement Plan Sponsor can be challenging. We hope that this month's edition of our Retirement Times Newsletter will provide you with meaningful insights regarding Automatic Participant...
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2017 Five Star Wealth Manager
In conjunction with The Washington Post Magazine, Five Star Professional has recognized Walter Ziffer with the 2017 Five Star Wealth Manager award. Check out Walter’s Five Star Professional listing at http://publications...
Read MoreThe Equifax Data Breach
The Equifax Data Breach Have you been affected? If so, how can you try to protect yourself? Provided by (k)RPG On September 7, credit reporting agency Equifax dropped a consumer bombshell. It revealed that cybercriminals had gained...
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