Chief Investment Officer Ed McIlveen summarizes thoughts from Francis Investment Counsel’s investment committee.
Category: Blogs
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.
Keeping Retirement Plan Committees “In-Shape” with Fiduciary Training
The expertise and overall fitness of your organization’s retirement plan committee is dependent upon their level of training – in this case, fiduciary training
Consider In-Plan Options to Facilitate Emergency Savings
Cliff Dunteman outlines how after-tax contributions can act as an in-plan emergency savings strategy.
Financial Education vs. Advice: Which is better?
Here we examine two options – financial education or financial advice – and compare and contrast their potential impact.
Market Update for 6.16.21
Senior Research Analyst Jon Nolan discusses how long inflation will stay, its anticipated impact, and how to adjust investment strategy accordingly in this market update.
A Path to Plan Operational Excellence
A recent article published by PLANSPONSOR Magazine emphasized the need for plan sponsors to take the administration of their retirement plans seriously. Not doing so leads to errors.
