Market GPS
Investment Outlook 2021
What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.
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A 60-Second Primer on the Joe Biden Tax Plan
Tax planning strategies that can be incorporated year-round – regardless of the election outcome.
Why Your Financial Plan Should Be Apolitical
Financial markets will have ups and downs regardless of who wins the election this November.
Some New (Old) Lessons for Investors
Now that stocks are back above their pre-crash record highs, we revisit some advice published in March – and find much of it remains unchanged.
Dollar-Cost Averaging: A Formula for Consistent Investing
For younger investors who don’t have large sums of money to invest, dollar-cost averaging can be a useful approach for consistent long-term investing.
Fixed Income in DC Plans Survey: A Discussion of Key Findings and Implications
A discussion of our recent survey exploring diversification in defined contribution plans.
Income Share Agreements: Educational Investments in Students’ Human Capital
Outlining the pros and cons of ISAs, a new alternative to traditional student loans.
Certainly Uncertain: Managing Expectations When the Future Is Unclear
Why market uncertainty highlights the importance of setting expectations and helping clients stick to their long-term plans.
Are Your Student Loans Forgivable?
Guidance on how to navigate the student loan debt forgiveness process through the Public Service Loan Forgiveness (PSLF) program.
IRS Provides Relief to All Who Have Taken RMDs in 2020
An update on how IRS Notice 2020-15 impacts clients who already took RMDs in 2020 – before the CARES Act dictated that they didn’t have to.
Plan Sponsors: Are You Listening to Participants?
For retirement plan sponsors, listening to participants to understand their needs is more important than ever during these challenging times.
Bummer Summer? How to Salvage Dependent Care Accounts
Even with summer activities on hold, there are still ways for parents to use funds set aside in dependent care flexible spending accounts.
Plan Talk: The Obligatory SECURE Act Podcast
Our latest Plan Talk episode covers some key provisions of the SECURE Act that could impact the retirement plan landscape.