Tax-free income in retirement sounds great, doesn’t it? Well, it’s available in retirement accounts today with Roth savings.
The Second War on Inflation
In this Outlook, we look back into the economic history of the Great Inflation from the 1970’s and early 1980’s to glean insights from the first war on inflation.
Plan Recordkeeping to get More Expensive
Joe Topp examines the pressure on recordkeeping organizations to find new sources of revenue and the impact on Plan Sponsors.
Market Update 3.8.22
Chief Investment Officer Ed McIlveen summarizes thoughts from Francis Investment Counsel’s investment committee.
Market Update 2.24.22
Russia Ukraine Crisis Update and Repercussions for the Capital Markets.
Bitcoin, CryptoPunks & NFTs: The Economics of Digital Assets
Take a look at the economics of digital assets and explore a strategy for incorporating this into a portfolio.
Market Update for 9.21.21
Senior Research Analyst Jon Nolan explains the obvious weak spot in emerging market equities during this market update.
Monitoring Recordkeeper Activity
Vice president and investment consultant Cliff Dunteman explains why recent ERISA litigation should prompt plan sponsors to monitor their recordkeepers’ activities.