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Thought Leadership in Action

The Rise of the Hybrid Office

With vaccine distribution on the rise and COVID-19 cases falling, companies are beginning to feel safe bringing their employees back to work sites. But simply resuming office hours may not be the right move. We've learned that work can carry on efficiently and effectively without meeting in an office, and employees aren't going to settle for a fixed 40 hours in the office anymore. If you...

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10 Ways the Secure Act Will Impact Retirement Savings

On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement (SECURE) Act. It went into effect on January 1, 2020, and brings significant changes for retirement and other financial planning. This new law does several things that will affect consumer’s ability to save money for retirement and influence how they use the funds over time. Here are th...

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5 Things Advisers Need to Know About the Fiduciary Rule in 2020

An Obama-era regulation that required all advisers working on retirement accounts to act as fiduciaries was overturned in court last year, but questions remain about what shape the proposal may still take moving forward. The rule created by the U.S. Labor Department required that broker-dealers consider only the client’s best interests — rather than commissions or fees — when providing r...

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Negative Superlatives and the Market’s Drop

Don’t let attention-grabbing headlines steer your long-term financial plan. Almost any global happening can spur you to sell investment positions or put off investing new dollars. And the recent headlines that scream “Stock Markets Jolted and Suffer 2nd Worst Drop in 2019” or “The Recession is Coming, the Recession is Coming” or “The Yield Curve Inverted, The Yield Curve Inverted” absolu...

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