July 16, 2021
One year after the COVID-market-bottom, were you fully invested? The end of March 2021 marks the one-year anniversary of the stock market bottom and the end […]
June 24, 2021
In 2020, nearly 100 lawsuits alleging breach of fiduciary duty were filed. And with the number of 401(k) lawsuits on the rise targeting plans both large […]
June 24, 2021
Whether to use bundled or unbundled service providers is an important decision for your retirement plan. A fully bundled arrangement provides an easy, one-stop-shop for services […]
June 24, 2021
Saving for retirement can be intimidating, but it doesn’t have to be. Finding reasons not to contribute to your retirement plan will hurt you in the […]
June 24, 2021
Our 2018 report on Bitcoin (BTC), and the conclusions therefrom, remain relevant today. In short, the prudence in adding Bitcoin to a retirement plan is questionable, […]
June 24, 2021
As most middle-school-age kids know, in the summer of 1776, representatives of the 13 colonies considered a resolution that would declare their independence from Great Britain. […]