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Thought Leadership in Action

Unraveling the Controversy: DOL's Third Fiduciary Rule Proposal and Its Impact on the Retirement-Related Financial Assistance Industry

The Department of Labor (DOL) has once again sent ripples through the financial industry with its third fiduciary rule proposal. Aimed at regulating retirement-related financial assistance, this latest proposition has ignited a firestorm of controversy and debate among industry professionals. In this comprehensive exploration, we dissect the key elements of the proposal, examine the argu...

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Revisiting Investment Strategies as Inflation Wanes

With inflation receding in recent months, financial advisers can help clients assess whether portfolio adjustments made during the peak inflation of 2021 and 2022 still make sense in a sub-5% inflation era. Advisers can help clients readjust their outlooks while retaining hedges for those clients concerned that inflation will remain elevated. Reconsider the 60/40 Portfolio Even investmen...

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Easing Client Fears About Their Bank

Recent bank failures, including at Silicon Valley Bank and Silvergate Bank, have made many depositors worried about the safety of their assets. There’s also been a renewed focus on ‌deposit insurance policies offered by the Federal Deposit Insurance Corporation (FDIC). Those bank failures were the first in more than two years, although there have been over 500 bank failures since 2009 in...

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2023 Changes and Considerations for 401(k) Retirement Savers

Updates to federal law may offer relief to Americans struggling to save for retirement. The SECURE 2.0 Act was signed into law in December 2022. This law creates opportunities for employers and employees regarding 401(k) and emergency savings plans, as well as student-loan repayment. Many of these policy changes expand on updates made to the 2019 SECURE Act, which included retirement-rel...

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