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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 …
July 26, 2019 | Market Commentary
Quarterly Market Review International equities built on a robust first quarter performance with strong results during the second quarter as well. A shift in monetary policy expectations from hawkish to dovish, as well as a modest easing of trade tensions, helped propel the market rally. …
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All AudiencesApril 24, 2019 | Market Commentary
International equities bounced back strongly in the first quarter as the sharp selling pressure experienced late last year evaporated. Although the gains internationally were not as significant as in domestic markets, foreign equities were able to pare much of their recent losses.
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All AudiencesApril 02, 2019 | Market Commentary
US stocks finished the quarter with one of its best starts in a decade. All 11 S&P 500 sectors ended the quarter higher for the first time since 2014, and growth companies saw particularly strong gains. The market has now recovered almost all of its fourth quarter losses from last year.
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All AudiencesMarch 04, 2019 | Market Commentary
Global equities extended their strong start to the year with broad-based gains in February. Stocks have continued to respond well to a decent earnings season, an accommodative Federal Reserve, and easing trade tensions. Domestically, the strong two-month rally borders on historic ferocity. The S&P 5 …
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All AudiencesFebruary 15, 2019 | Market Commentary
International equities experienced meaningful declines during the fourth quarter as the sharp sell-off experienced in US financial markets spilled over into the global sphere. Developed markets were hit particularly hard, shedding more than 13% during the quarter. Emerging markets held up somewhat …
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All AudiencesFebruary 05, 2019 | Market Commentary
After a difficult fourth quarter last year, US equities bounced back strongly to start 2019. The S&P 500 rose 8%, its best January performance since 1987, as all eleven S&P sectors saw gains. Since hitting a recent bottom on Christmas Eve, US stocks have risen approximately 15%.
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All AudiencesNovember 01, 2018 | Market Commentary
US equity markets entered into correction territory this month as weakness in growth stocks, the tech sector, and certain cyclical stocks dragged down the equity market. Further, the Q3 earnings season began to highlight rising costs for companies. These rising costs include a number of company …
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All AudiencesOctober 24, 2018 | Market Commentary
This September marked the 10 year anniversary of some of the most devastating moments of the Global Financial Crisis. In the span of a few days, Lehman Brothers filed for bankruptcy, Merrill Lynch was rescued by Bank of America, and AIG, the world’s largest insurer at the time, was bailed out …
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All AudiencesMay 16, 2018 | Investment Themes
Part One of a Two-Part Series It may come as a surprise, but electric vehicles (EV) were first introduced nearly 200 years ago. These were small-scale electric cars, and not until around the 1870s were more practical electric cars made available. While EVs quickly gained in popularity, the …
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