Market Update 06-18-20 Is this rally for real? The S&P 500 Index has rallied close to 40% off of its March lows, but it doesn’t seem like the market should be doing this well with unemployment over 13%, millions of initial jobless claims, social unrest, and a presidential election on the horizon. What should investors… Continue reading Market Update 6.18.20
Category: Blogs
What triggers a partial plan termination?
Learn what measurements indicate your plan is at risk and what to do in the event a termination takes place.
Market Update 6.4.20
The collision of massive stimulus measures and disinflationary pressures have left investors guessing as to what to expect in terms of inflation. During this market update, Director of Research, Ed McIlveen, outlines what needs to happen for inflation to kick-in.
Four Considerations for Company Contribution Changes
Your retirement plan company contribution strategy impacts the effectiveness of your overall retirement benefit plan. When contemplating a change, there are key considerations to keep in mind.
Market Update 5.11.20
Director of Research Edward McIlveen provides a summarized economic outlook, including a brief discussion of Francis Investment Counsel’s asset class ratings.
Remember the SECURE Act?
The SECURE Act, passed in December of 2019, got lost in the shuffle of the 2020 coronavirus pandemic. Make sure you’re up-to-date on the provisions affecting plan sponsors and participants alike.
Market Update 4.20.20
Jon Nolan, Senior Research Analyst for Francis Investment Counsel, discusses how the coronavirus pandemic is negatively affecting the U.S. energy sector, calling specific attention to the underlying value of crude oil.
Market Update 4.13.20
Senior Research Analyst Kevin Roloff shares some perspective from Francis Investment Counsel’s investment committee, including the question on everyone’s mind: Have we reached the bottom?
The CARES Act
The CARES Act contains numerous provisions, some of which specifically impact the administration of corporate retirement plans. Here we discuss what retirement plan committees need to know regarding this legislation.
Market Update 3.25.20
U.S. markets rebound as stimulus package works its way through Congress and the Fed pumps liquidity into credit markets. On-the-ground investment manager research in Asia suggests signs of stronger rebound than anticipated following national shut-downs.
