With persistent inflation driving up the cost of just about everything, particularly home values, people are For the past several years, it has been impossible …
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We have laid out both the positive Bull Market Case (See related video) and the negative Bear Market Case (See related video) cases for the …
There was a TV show in the mid-2000s called Everybody Hates Chris. It was based on comedian Chris Rock’s childhood and how he was always …
We get asked a lot about long-term care insurance. It makes sense that this comes up so often. After all, the prospect of paying for …
None of us thought we would live long enough to see our group of alternative investments reverse their multi-year slump, but it is finally happening. …
MARK ARMBRUSTER, CFA We wrote in our last newsletter that increased stock market volatility is likely as we look ahead. We had no special knowledge …
It is well known that the stock and bond markets have generally gone up over time. Why else would anyone invest? Sure, there have been …
Auto‑enrollment has become a central feature in modern retirement plan design, and recent legislation has only accelerated its adoption. As plan sponsors evaluate whether auto‑enrollment …
Offering a loan provision in qualified retirement plans such as 401(k), 403 (b), and 457 (b) plans can be a valuable benefit for employees but …
Offering a 401(k) plan makes it easy for employees to save for retirement but adds administrative and compliance burdens to the employer. One approach to …
There has been quite a bit of activity lately for one of our alternative funds, the Stone Ridge Alternative Lending Risk Premium Fund (LENDX), and …
Corporate retirement plans with more than 100 participants are generally required to have an audit of the plan done. While having your 401(k) plan audited …
Markets at War – Investing in times of volatility
MARK ARMBRUSTER, CFA We wrote in our last newsletter that increased stock market volatility is likely as we look ahead. We had no special knowledge …
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