Ed McIlveen discusses oil, the yield curve, and what our team is hearing from investment managers.
Category: Blogs
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?
Defend Your Retirement Plan Against Cyber Crime
Plan sponsors need to understand the serious risk cyber crime poses to their retirement plan benefits. Here we discuss four important considerations for cybersecurity.
How to Protect Your 401(k) from Cyber Crime
Ever apply for a credit card, shop at Target, or stay at a Marriott? Due to some recent large data breaches, your personal information may be available on the dark web.
Five Criteria to Evaluate your Advisor
Your advisor needs to help your organization keep pace with best practices and deliver meaningful value.
