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The Morning View: December 3, 2021

Announced this morning, the economy added only 210,000 jobs in November, less than half than what was expected.  A look underneath the headline number shows the Transportation and Warehousing industry was strong, while Retail Trade and Government jobs were weak.  The...


Mid-Month Market Perspectives

Unchartered Waters On the cusp of change Investors today are facing a wave of economic uncertainties. Over the past 18 months, central banks have provided the backstop for liquidity and investor confidence. That confidence, in turn, has propelled the markets to...


Retirement Times December 2021 Newsletter

December 2021 This month's Retirement Times discusses the following: Cybersecurity Best Practices for Plan Sponsors When It Comes to Planning for Retirement, Participants Want to Hit the Easy Button Retirement Income Participant Interest Surveys: A Contrarian View...


The Morning View: November 16, 2021

 Announced this morning, Retail Sales for October increased 1.7%, higher than expected and higher than the previous month. Non-store retailers, Gasoline Stations, and Electronics & Appliance stores were strong during the month, while Health & Personal stores...


New Investment Rules (ESG) 2021

Dating back to 1994 the Department of Labor has issued guidance in regards to fiduciaries considering inclusion of ESG (environmental, socially responsible, or governance) directed investments in ERISA plans. Though the perspective may have changed from administration...


Giving Credit (and Credit Advice) on Veterans Day

As a Marine veteran of Operation Iraqi Freedom, celebrating Veterans Day has always been important to me. Honoring active and retired vets, Veterans Day honors and pays tribute to the Americans who are willing to do the most anyone can do for his or her country – give...


Monthly Investment Commentary

November 2021 • US stocks hit an all-time high in October as earnings season for many of the world’s largest companies kicks off. • Core PCE, the Federal Reserve’s preferred inflation measure, came in at 3.64%, its fastest pace in 30 years. • The US Treasury yield...


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