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Library » Tech Industry’s Long Run
September 28, 2020 | Market Commentary
The tech industry has been on an awe-inspiring run for several years now, and the sector’s dominance continues to be at the front of investors’ minds. Currently, there’s a lot of dialogue surrounding the mega-cap tech stocks, and their overwhelming market power. The top-ten contributors to the …
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All AudiencesInsights for Non-Profits » When is the Right Time to Start an Endowment Fund?
September 24, 2020 | Fundraising
Creating an endowment & foundation investment fund can be confusing. There’s a lot of decisions to make, and it can be difficult to know when the timing is best for your organization. Below, we’ve outlined our answers to some frequently asked questions about the establishment of endowment funds. …
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All AudiencesLibrary » Webinar: Understanding COVID and its Controversies
September 23, 2020 | Investment Themes
There are endless questions on COVID-19, vaccines, treatments, and more. Watch our CEO, Marc Mayer, and our Life Sciences team dissect the medical aspects of the virus, and where we believe we are likely to go.
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All AudiencesFinancial Planning » College Planning 101 Questions & Answers with Jodi Atkin
September 18, 2020 | Financial Planning
Jodi Rosenshein Atkin is an independent college admissions counselor in private practice, working with students throughout the United States. She provides personalized guidance to students and families throughout the college choice process, helping them find a "best fit" academically, …
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IndividualsMarkets & Economy » The 2020 US Elections: Sorting Through the Possibilities
September 14, 2020 | Market Commentary
With the upcoming US federal elections less than two months away, many are starting to ask about possible outcomes and how they may impact markets. The 2020 elections were always going to be a significant event, and the pandemic and subsequent events this year have surely made it even more of a …
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All AudiencesLibrary » Investing Cash Balance Plan Assets
September 13, 2020 | Retirement Plans
Cash Balance plans are the fastest growing segment of the qualified retirement plan marketplace. At the end of 2001, there were 1,477 Cash Balance plans in the United States, representing 3% of all Defined Benefit plans, while at the end of 2017 there were 18,698 (excluding single-participant …
Library » September 2020 Perspective
September 01, 2020 | Market Commentary
Market Recovery Complete The US stock market has fully recaptured its COVID-19 pandemic losses, breaching the highs of February and more. August’s market rise added further gains on top of what had already become a historic rally. The recovery has been led by the usual suspects: growth and …
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All AudiencesFinancial Planning » Webinar: Planning for College During COVID-19
August 28, 2020 | Financial Planning
Navigating the college application process is challenging under normal circumstances – add a pandemic into the mix and it’s enough to make your head spin. Watch as our panel of experts discuss strategies for young adults preparing for college and beyond, as well as timely …
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IndividualsMarkets & Economy » Three Issues We’re Thinking About Right Now
August 28, 2020 | Market Commentary
Between the pandemic, the market, and everything else happening in the world today, it’s been a busy summer. With so many people taking much needed time off, we know it can be difficult to follow the latest in the markets. We have received a lot of questions lately on the status of the US …
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All AudiencesLibrary » Webinar: Cash Balance Plans and 401(k) Plan Combinations
August 27, 2020 | Retirement Plans
Cash balance plans are the fastest-growing segment of the ERISA-qualified plans marketplace. Employer contributions tend to double when a cash balance plan is adopted alongside an existing 401(k) plan, which allows business owners to improve both their own and their employees’ …
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