Market Moves: The First Half of 2023
Our Chief Investment Officer, Jeff Cone, guides us through some of the major events that moved the market in the first half of the year.
Blog
Simplifying the Maze: Taking Charge of Your Retirement Plan’s Service Provider Puzzle
Managing your 401(k) plan’s service providers is a critical aspect of optimizing your retirement program. These service providers play a crucial role in administering and overseeing your plan, including recordkeeping, administrative, and custodial services. Retirement plans can be a labyrinth of complexities, with different service providers and vendors involved in …
Strong Market Returns Fueled by Economic Resilience…. and Hype
The stock market has experienced a notable upswing since October 2022, primarily driven by the strong performance of technology stocks such as Nvidia, Apple, and Microsoft. While some of the positive sentiment around these stocks is due to hype regarding AI-led innovation, underlying business fundamentals have held up well. …
Travel Insurance
What is it? Introduction Travel insurance refers to specialized coverage you can buy to insure yourself against various risks that travelers face. Travel insurance policies may protect you against one type of hazard (e.g., getting sick or having a trip canceled) or against a group of hazards. You can purchase …
Timely Topic: Protecting Private Info From Hackers
In this episode our Chief Compliance Officer, Amy Betts, updates us on best practices for cyber security and identifies some very modern threats facing users today.
Map Your Money Episode 4: Opportunities for Cash, 401(k) and the Secure Act 2.0, and Jaime’s Journey with Crypto
In this episode your host, Wealth Advisor Arish Nurani asks our guests thought provoking trivia questions before diving into the topics at hand. In the Market Moves segment at the top of the show Arish and our CIO Jeff Cone discuss short term rates and cash-like options for investing. Then …
5 habits of successful 401(k) plan sponsors
As a plan sponsor, your 401(k) participants depend on you to help create the retirements they envision. The good news is that many of these participants likely recognize the importance of saving for retirement. In fact, with retirement lasting longer than ever, 401(k) millionaires – those with at least $1 …
Markets Rally in Quarter One, Recession Risk Welcomed by Investors.
Given all the tumultuous developments in the first quarter this year, would you believe it if I told you stocks and bonds posted positive performance? Despite the largest bank failure since the Financial Crisis (and second largest in our history), two additional Federal Reserve interest rate increases, and hotter than expected inflation …
Map Your Money Episode 3: SVB and the Financial Sector, ESOP & Early Retirement, Crypto Risks and Our Exposure
In our third episode your host, Arish Nurani, discusses SVB and the financial sector with our Chief Investment Officer, Jeff Cone CFA in our Market Moves segment. Then, Wealth Advisor Garrett Leroux talks early retirement and ESOP in our Timely Topic. Finally, Jaime Benedetti provides some insight into crypto risks …
U.S. Banking Crisis: Should You Be Worried?
Unable to meet withdrawal requests triggered by depositor panic, Silicon Valley Bank (SVB) was placed into receivership by the Federal Deposit Insurance Corporation (FDIC) on March 10, 2023. SVB represents the second-largest bank collapse in U.S. history.1 Two days later, the FDIC announced the closure of a second bank — …