September 2022 Market Commentary

For 2022, it may feel like the theme has been “nowhere to hide.” As this is written, the year-to-date performance of stocks is -22.17% and typically stable bonds are -13.54% through 9/22/2022. So, what is going on? While no one knows for sure what drives the stock and bond market in the very short-term, I think it is safe to say there are a few issues that are weighing on investors’ minds:

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Video: Retirement Savings and Inflation

Here are a few good reasons to work with an advisor to understand inflation while still helping your employees prepare for retirement and work towards financial wellness.

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Recent Market Volatility

The stock and bond markets have been struggling in 2022. We thought it would be helpful to provide an explanation regarding what has been happening, how to think about these issues, and what we are doing about it.

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How Could Inflation Impact Corporate Retirement Plans?

It’s no secret that inflation is reaching historic levels. It’s affecting you as employers, your employees and their finances. How does it affect retirement savings?

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Do ESGs Fit Into Our Retirement Plan?

Employee professional and financial values are evolving, and ESG funds are beginning to represent them in the market. Will they become part of your fiduciary consideration?

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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.

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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.

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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.

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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.

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