Ed McIlveen takes a step back from analyzing daily performance and instead focuses on our reaction to negative emotions, providing the important reminder that now is not the time to abandon your long-term strategy.
Category: Blogs
Market Update 3.18.20
Ed McIlveen discusses oil, the yield curve, and what our team is hearing from investment managers.
Market Update 3.17.20
Ed McIlveen touches on fiscal stimulus headlines and why our research team is focused on economic fundamentals.
Market Update 3.16.20
In the midst of another hectic day of market volatility, Ed McIlveen shares insights from Francis Investment Counsel’s investment committee meeting.
Market Update 3.15.20
Ed McIlveen discusses recent actions by the Federal Reserve and impact on current market activity.
MArket Update 3.9.20
With the markets seesawing, investors are left wondering what will happen next. Here’s a brief update to provide perspective and help navigate current market volatility.
What the SECURE Act means for retirement plan participants
While the SECURE Act means changes for plan sponsors, the law also impacts the planning strategies of retirement plan participants. We review seven of these rule changes and what opportunities they may bring.
Plan Sponsor Best Practices for Managed Accounts
To help with this decision, plan sponsors may consider offering managed accounts. When does this offering make sense?
Under Review: How to Evaluate a Recordkeeping Relationship
The role of a recordkeeper to a retirement plan benefit, trends in recordkeeping across the industry, and key elements for plan sponsors to focus on.
Due Diligence Process for Managed Accounts
From fees to data privacy, learn what you need to know about the managed accounts due diligence process.