Quarterly Market Commentary - 2019 Q4

·       From an aggregated lens, the U.S. and the world have recovered from the Global Financial Crisis (GFC). The global labor economy is at its best in a generation; private wealth or net...


Participant Data - Plan Asset vs. Participant Asset

With a rapidly digitizing world and with constant threats on cyber security with information theft, ownership of data and data permissioning will increasingly become a topic of focus, and evolving and...


Quarterly Market Commentary – 2019 Q3

2% GDP - World growth is slowing, and there are signs that the U.S. is also slowing.  It is not clear though if this slowing is the economy’s natural return to the New Normal from a...


Quarterly Market Commentary - 2019 Q2

The ECB and the FOMC are both poised take action during their next meeting.  The possible commencement of a new rate cutting cycle is giving a boost to the world equity market after a volatile...


Quarterly Market Commentary - 2019 Q1

·       The stock market is back after a serious drop in the fourth quarter of 2018.  The tightening financial conditions and the threat of more interest rate hikes along with BREXIT, trade...


iGPS - A Distribution Solution for Asset Managers

Individual Glide Path Solution (iGPS) can give new life to asset managers and recordkeepers as the optimum QDIA solution between a target date fund and a managed account. Please download our comments...


Quarterly Market Commentary - 2018 Q4

Market volatility is back and is uncomfortable after a serene 2017. Most portfolios have experienced a negative return as almost all financial assets have delivered a loss for the year. We went from...


2019 Annual Qualified Retirement Plan Contribution Limits

On November 1, 2018, the Internal Revenue Service announced[1] cost of living adjustments affecting dollar limitations for pension plans and other retirement related items for Tax Year 2019. Some of...


Quarterly Market Commentary - 2018 Q3

• The American economy is on fire, and there is no sign of retreat. We expect the third and fourth quarter to continue the above trend growth, and the U.S. will end 2018 closer to 3.5% real GDP than...


Quarterly Market Commentary - 2018 Q2

Please click here to read the complete 2018 second quarter commentary.