Market Commentary: May 17, 2022

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.

I-Bonds: The Treasury’s Best Kept Secret

If something sounds too good to be true, it usually is not all it’s cracked up to be--- unless it is the current yield on Series I savings bonds, also known as, I-bonds. I-bonds are savings bonds guaranteed by the US Government that currently yield 7.12% and will increase to 9.62% in May.

Residential Rental Real Estate: Buyer Beware

Many major asset classes have experienced substantial growth over the last several years, resulting in very expensive valuations. This has led some investors to think beyond traditional investments like stocks and bonds and consider investing in single-family residential real estate for its steady cash flow and price appreciation potential. can this be a good use of capital for investors looking to earn higher potential returns?

10 Strategies To Optimize Plan Design

Effective plan design is the key to helping your employees overcome poor decision-making and behavioral roadblocks. Here are 10 strategies to optimize your plan design and drive successful retirement outcomes for your employees.

10 Strategies To Optimize Employee Engagement

Your employees need access to objective fiduciary advice, next-generation planning tools, and better financial wellness resources to make better decisions. Here are 10 strategies to optimize and engage your employees more effectively.

10 Strategies to Optimize Plan Fees

ERISA requires plan fiduciaries to ensure fees are reasonable on an ongoing basis while having a documented process to show for it. Here are 10 strategies to optimize your plan economics.