Investments Insights

Just Breathe: Greenspring Election Day Insights

On the day of what has been billed as the most important election of our generation, we wanted to revisit a very important question for investors:  Should elections influence long-term investment decisions?  To answer that question, it makes sense to dive into some of the data to lend us some perspective.

The SECURE Act of 2019 – What You Need to Know

The Act introduces many tax law changes and is the most significant retirement-related legislation in almost 15 years. Here are a few of the more salient provisions.

Using Behavioral Finance to Drive Retirement Outcomes, Part 3

Let's start looking at the data around automatic plan features and how pulling these levers can get people on the path to retirement success.

Using Behavioral Finance to Drive Retirement Outcomes, Part 2

In this post, I will present you with compelling research and evidence on the behavioral and psychological barriers to saving and projected retirement income replacement rates.

Using Behavioral Finance to Drive Retirement Outcomes, Part 1

Are Your Target Date Funds Missing The Mark?

Emerging Trends in 401(k) and 403(b) Fund Menus

Given the shift in participant mindset and demographics, it’s important for retirement plan committees to re-think the traditional approach to designing plan investment menus.

I’m A Fiduciary – What You Talkin’ About?

Am I Having Enough Withheld?

If you fail to estimate your federal income tax withholding properly, it may cost you in various ways. If you receive an income tax refund, it essentially means that you provided the IRS with an interest-free loan during the year.