Financial Services & Wealth Management News
June 24, 2021

Bitcoin: Coming to a 401(k) plan near you?

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, […]
May 25, 2021

Online Security Tips From the Department of Labor

You can reduce the risk of fraud and loss to your retirement account by following these basic rules: REGISTER, SET UP, AND ROUTINELY MONITOR YOUR ONLINE […]
May 25, 2021

Caveat Guarantor

Retirement income products, or in-plan annuity options, have been available for over a decade but their utilization has been stagnant due to concerns about price, portability, […]
April 26, 2021

The Biggest Financial Pressures Facing Retirees

Retirement is a time for pursuing your passions, reaping the fruits of your life’s work, and making the most out of life. But there are many […]
April 26, 2021

Is Your Retirement-Ship Stuck in the Suez Canal?

On March 23rd, the massive, skyscraper-sized container ship named the Ever Given ran aground and got stuck in Egypt’s Suez Canal. It took about a week […]
April 26, 2021

WFH (Wellness From Home) Challenges Both Participants and Plan Sponsors

COVID-19 has posed a dual set of related challenges for plan sponsors and participants. For employees, the pandemic has pitted more immediate financial needs against prioritizing […]