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Thought Leadership in Action

Millennial Workers Benefit from Automatic Features in Retirement Plans

Millennials are the first generation of workers to fully benefit from improvements made to retirement plans over the last decade, including the introduction of automatic features, and these improvements are reflected in their retirement savings habits and attitudes, the results of a survey conducted by retirement benefits consultancy Empower Institute indicate. The survey of 4,038 workin...

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3 Investment Gurus' Timeless Wisdom

Follow investment gurus to avoid investment mistakes. When things seem unsettled, a trio of these savants offer timeless advice you should heed. Such words of wisdom are especially appropriate amid current turbulent circumstances: a rocky bond market that perhaps signals the end of a 30-year bull run, U.S. stocks recently hitting new highs, troubling overseas developments such as Syria’s...

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Salary Budgets Show Signs of Increasing in 2019

As the labor market tightens, U.S. salary budgets grew by more than 3% for the first time in four years in 2018, according to the results of a global survey on salary budget trends released by human resources consultancy WorldatWork. The survey, which was conducted in April 2018, collected data on nearly 15 million workers employed in a wide range of organizations and industries across 1...

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How Bunching Expenses Can Enable Taxpayers to Continue to Itemize

In response to the significant changes to the tax deduction rules under the Tax Cuts and Jobs Act (TCJA), many taxpayers are searching for ways to recover some of the tax benefits associated with itemizing deductible expenses that have been eliminated. Taxpayers who were previously able to lower their tax bills by itemizing may want to consider using a “bunching” strategy, which generall...

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