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August Market Commentary
Like the changing of the seasons /Good things, they come and then they go Going, Going, GoneLuke Combs The end of July brought Lollapalooza weekend to Chicago. A four-day music festival that welcomes bands with names such as Barry Can’t Swim, Zinadelphia, and Still Woozy among the more than 100 performers. Many are...
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Auto Enrollment Overview
We know how busy everyday life can be, and that’s why we’re here to make saving for your future easier. With...
Investing at Every Age
How to Invest at Every Age Investing is often seen as a tool reserved for the financially savvy or the wealthy elite....
3 Retirement Planning Tips for a Secure Future
Retirement planning is a crucial (and unavoidable) process that will require you to spend some time analyzing your...
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Mid-Year Market Commentary
Good Vibrations Brian Wilson and Mike Love (1966) When Brian Wilson, the genius behind the music of the Beach Boys,...
June Market Commentary
Is “Everything gonna be alright”?Everything’s Gonna be Alright- David Lee Murphy and Kenny Chesney (2018) It would be...
May Market Commentary
“Oh my mama told me there'll be days like this...”- Days Like This by Van Morrison (1995) There is an old saying, “in...
Solving Retention with Smart Retirement Strategy: How Andrews ISD Achieved 94% Participation
▶️ Watch Now: This Simple Change Made a Big Impact for StaffSchool districts across Texas continue to grapple with the...
April Market Commentary
“This world keeps spinning / And with each new day / I can feel a change in everything”“Well, it all keeps spinning,...
March Market Commentary: Tariffs, Inflation, and Taxes… Where’s the Balance?
Tariffs, Inflation, and Taxes: Where's the Balance? February Recap and March Outlook The new administration’s priority...
February Market Commentary: A New Administration Gets Down to Business
A New Administration Gets Down to Business January Recap and February Outlook January seemed to go on forever, as the...
The Social Security Fairness Act, HR 82
Signed into law January 5, 2025 This law repeals the Windfall Elimination Provision (WEP) and Government Pension...
January Market Commentary: Seems Like Old Times?
Seems Like Old Times? December Recap and January Outlook The inauguration of only the second U.S. president to win two...