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mark61504
- May 16, 2022
- 2 min
Time in the market, buying at a discount, and other things us financial professionals shouldn't say.
Well, here we are. The first quarter of 2022 stunk for your retirement accounts. The S&P 500 Index was down over 4% and the Barclays...
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mark61504
- Apr 6, 2022
- 1 min
What are the top financial priorities of employees?
According to The Financial Wellness Report, published in partnership with ADP, employees have a lot of concerns. The following is the...
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mark61504
- Mar 9, 2022
- 1 min
Another Proprietary Fund Lawsuit: What does independent even mean?
Lowe's famous tagline is "Do it right for less". In the case of their 401K plan, a judge found Aon didn’t violate ERISA when encouraging...
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mark61504
- Mar 7, 2022
- 1 min
DOL's ESG Rule & 401K's
The DOL issued a much anticipated rule on the use of ESG investments in retirement plans. The E stands for environmental, the S stands...
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mark61504
- Feb 25, 2022
- 1 min
Retirees Waiting to Tap RMDs
Behavior in retirement has been pretty, pretty, pretty good! A research paper from JP Morgan Asset Management shows most people aren't...
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mark61504
- Feb 23, 2022
- 1 min
Medicare Premiums: Inflation Strikes Again
The standard Medicare Part B premium which covers doctors visits and other outpatient services increased to $170.10 per month in 2022. ...
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