News & Insights

President Trump's executive order, signed on August 7, 2025, directs federal agencies to revise rules for defined-contribution retirement plans (like 401(k)s and 403(b)s) to make it easier to offer alternative investments such as private equity, real estate, and cryptocurrencies.

Standard equity and bond benchmark indices often fall short in evaluating institutional portfolios. Discover how custom benchmarks, aligned with investment policy, spending needs and risk tolerance, can drive more accurate and insightful performance evaluation. Featuring numerous industry sources with established research and practical examples.

Retirement saving is no longer optional, it’s essential. A June 25, 2025, Investment News article, “Who’s still falling behind?”, highlights key gaps in retirement readiness despite record 401(k) participation, based on Vanguard’s How America Saves 2025 report covering nearly five million savers.

Congress has officially passed the “One Big Beautiful Bill Act” (OBBBA) — a sweeping piece of tax legislation that makes permanent many of the provisions originally introduced under the 2017 Tax Cuts and Jobs Act. While the law touches a broad range of tax rules, there are several key areas that will impact individuals and families directly, especially retirees.

We all have certain causes that we choose to support monetarily. In fact, in 2017, Americans gave more than $410 billion to charities, breaking the $400 billion mark for the first time in history. But anytime that we give our money to an organization, it’s important to do our due diligence, ensuring that the funds that we give will be used effectively. There are several ways you can do this, starting with using the resources...

Here’s a thought: retirement doesn’t mean the end. It doesn’t mean an end of self-importance or purpose, it just means a new chapter—a paradigm shift of what life is beyond long days and meetings and bosses. Unless you own your own business, and even then, you are not your business. You’re not solely defined by the question, “What do you do?” But, it doesn’t mean you should stop defining the answer for such an inquiry...

If you’ve ever played the Game of Life board game, it becomes clear that compressed into the colorful path there are various stages of life. Each stage holds its own major financial challenges as well as prospective profits in addition to surprises (new baby!) and forks in the road. In the real world game of life, much is the same, but with sound financial planning throughout the different stages of life, you can have much...