Will Tax Law Changes Increase Your Taxes?

Education
Will you be paying more in taxes next year? Let’s ask the question in another way. Since politicians have taken aim at high earners: Are taxes going to rise for the wealthiest taxpayers?

Market Update: Third Quarter 2021

Market Commentary
The third quarter of 2021 was a roller-coaster for stocks, mostly climbing, then descending back to a similar level as they started. The US Aggregate Bond Index similarly finished near the same price as it started. International stocks fell, led by Read More

Self-Directed Brokerage Accounts To Add to Your Plan or Not: That is the Question

Retirement
Participants may be attracted to self-directed brokerage accounts (SDBAs) because of the seemingly infinite choice of investment options. While it’s tempting to please these often-vocal employees, much consideration should be given when Read More

Regret Aversion: Fighting the FOMO of the Financial World

Retirement
Regret aversion is a construct in behavioral finance theory that suggests investing decisions are, at least in part, driven by fear of later regretting a “wrong” choice. And this isn’t just some psychological mumbo jumbo.

DOL Cybersecurity Tips

Retirement
In this age of relying heavily on technology, it is vital to take the necessary cyber security precautions. You want to make sure that all sensitive information is highly protected. This document showcases some tips and trick for plan sponsors.