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.

Market Update 3.20.20

Our leadership team collectively discusses common questions and concerns for plan sponsors given the fallout surrounding COVID-19.

Market Update 3.20.20

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.