Market Update for the Quarter Ending September 30, 2019
U.S. markets had a positive September, which helped offset volatility earlier in the quarter. Read More
U.S. markets had a positive September, which helped offset volatility earlier in the quarter. Read More
June’s gains offset May’s declines, leading to positive quarterly performance of 4.30 percent for the S&P 500, 3.21 percent for the DJIA, and 3.87 percent for the Nasdaq. Read More
For the third month in a row, all three major U.S. equity markets were positive for the month. Read More
When participants can’t afford to retire, their employers bear the costs, like heftier wages combined with steeper healthcare and workers’ compensation liabilities. It also makes it more difficult to win the battle for tomorrow’s new talent. The solution lies in better retirement plan design. Read More
Unfortunately, investors who were holding out hope for a year-end rally were disappointed. As 2018 came to its end, rising political and economic concerns weighed on global markets. Read More
Employers are struggling to help their employees address the burden of student loan debt without sacrificing retirement savings. The IRS recently showed a willingness to remove one hurdle to address this issue through a retirement plan. Read More
The Internal Revenue Service recently announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for Tax Year 2019. Read More
September started with some volatility, but it ended on a positive note for most U.S. markets, capping off a strong third quarter. Read More
All three U.S. indices were positive for the quarter. The S&P 500 was up 3.43 percent for the period, and the Dow gained 1.26 percent. But the Nasdaq did best, rising 6.61 percent. Read More
For the quarter, a volatile March and weak February more than offset gains in January to leave the Dow down 1.96 percent and the S&P down 0.76 percent. Read More