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How Advisors Reassure Women in Volatile Markets

Women are even more skittish and tentative about their money and investments during market volatility. As an advisor, this is your opportunity to build a stronger relationship with her! >>


The U.S. “Housing Recession”

Economists often look to the housing market as an indicator of the health of the economy. As the COVID- 19 pandemic accelerated, the housing market was relatively strong, characterized by ... >>


How 401(K) Plan Sponsors Should Prepare for SECURE Act 2.0 Catch-Up Contribution Changes

Congress passed new legislation at the end of 2022 called the SECURE Act 2.0. For more information about this legislation, please refer to our previous coverage of how 401(k) plan ... >>


The Future of Dollar Hegemony

The U.S. dollar has dominated global financial markets since the end of World War II. Almost 60 percent of global foreign exchange reserves are held in dollars, with the euro ... >>


AI and the Workplace: Employment Considerations

The use of artificial intelligence (AI) in the workplace is growing exponentially. Companies are looking to harness AI to improve productivity and efficiency as AI’s capabilities continue to expand. >>

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Official Forecast: 2023 Social Security COLA

The US Bureau of Labor Statistics just released the CPI-W for August, which means were getting closer to determining 2023's Social Security COLA (Cost of Living Adjustment). 

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