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There is nothing like an eight-day winning streak to change the market narrative.
Download the recently released IRS retirement plan limits for 2024.
LPL Research discusses what they’re thankful for in the markets going into November.
Insights into domestic and global financial markets, policy actions, and geopolitical impacts.
Insights into domestic and global financial markets, policy actions, and geopolitical impacts.
This checklist goes over some of the major changes in SECURE Act 2.0 and the essential provisions you need to know about.
Insights into domestic and global financial markets, policy actions, and geopolitical impacts.
Insights into domestic and global financial markets, policy actions, and geopolitical impacts.
We are pleased to provide you with our latest quarterly newsletters – Retirement Insights (for Plan Sponsors) and Reach for Retirement (for Plan Participants – in both English and Spanish).
LPL Research discusses why there are plenty of reasons to be cautiously optimistic going into October.
Insights into domestic and global financial markets, policy actions, and geopolitical impacts.
Insights into domestic and global financial markets, policy actions, and geopolitical impacts.
Plan sponsors that filed timely and complete Forms 8955-SSA do not need to respond to penalty notices dated before September 1, 2023
LPL Research discusses how markets were able to navigate their way through the ongoing debate of the U.S.’s financial strength.
Insights into domestic and global financial markets, policy actions, and geopolitical impacts.
Insights into domestic and global financial markets, policy actions, and geopolitical impacts.
Insights into domestic and global financial markets, policy actions, and geopolitical impacts.
Colin Clark talks with Patrick Arey about Advisor Managed Accounts.
Insights into domestic and global financial markets, policy actions, and geopolitical impacts.
Insights into domestic and global financial markets, policy actions, and geopolitical impacts.
LPL Research discusses why you should stay invested in the market during this difficult climate.
Insights into domestic and global financial markets, policy actions, and geopolitical impacts.
Colin Clark talks with Matt Escalante about FinPath.
Insights into domestic and global financial markets, policy actions, and geopolitical impacts.
LPL Research Midyear Outlook 2023 delivers market insights on what we can expect in the economy, policy, stocks, and bonds for 2023.
Colin Clark talks with Matt Escalante about FinPath.
LPL Research discusses major points from the first half of 2023 and what to expect in the second half.
Your source for legislative and regulatory news affecting retirement plans.
Insights into domestic and global financial markets, policy actions, and geopolitical impacts.
We are pleased to provide you with our latest quarterly newsletters – Retirement Insights (for Plan Sponsors) and Reach for Retirement (for Plan Participants – in both English and Spanish).
Insights into domestic and global financial markets, policy actions, and geopolitical impacts.
Now that the debt ceiling deal has been made, LPL Research explains why it’s time to focus on long-term objectives.
Insights into domestic and global financial markets, policy actions, and geopolitical impacts.
The difference between the two types of investment consultants for a retirement plan goes beyond the numbers. Learn how each type works and the advantages of each for retirement plan sponsors.
Insights into domestic and global financial markets, policy actions, and geopolitical impacts.
Insights into domestic and global financial markets, policy actions, and geopolitical impacts.
Insights into domestic and global financial markets, policy actions, and geopolitical impacts.
Colin Clark talks with Matt Escalante about FinPath.
Insights into domestic and global financial markets, policy actions, and geopolitical impacts.
LPL Research discusses the flurry of recent activity that is testing investor sentiment.
This DCIAA white paper explores considerations that may help plan sponsors choose a governance model suitable for their organization.
Insights into domestic and global financial markets, policy actions, and geopolitical impacts.
Financial wellness programs can do more than provide peace of mind to employees — they can boost the bottom line. Here’s how.
Insights into domestic and global financial markets, policy actions, and geopolitical impacts.
Colin Clark talks with Matt Escalante about FinPath.
Insights into domestic and global financial markets, policy actions, and geopolitical impacts.
Insights into domestic and global financial markets, policy actions, and geopolitical impacts.
The QEX approach leverages data analytics to identify unmet needs within your workforce.
LPL Research discusses the financial markets’ resilient performance during March.
Insights into domestic and global financial markets, policy actions, and geopolitical impacts.
This guide helps fiduciaries avoid the pitfalls of dangerous assumptions by explaining the real issues and how to satisfy the requirements.
Insights into domestic and global financial markets, policy actions, and geopolitical impacts.
These guides list many of the important provisions in SECURE Act 2.0 that apply to 401(k) and 403(b) plans.
Insights into domestic and global financial markets, policy actions, and geopolitical impacts.
HUB Retirement and Wealth Management (formerly Washington Financial Group) has been named one of the 2022 NAPA Top DC Advisor Teams with assets under advisement
LPL Research discusses the recent collapse of the Silicon Valley Bank.
Insights into domestic and global financial markets, policy actions, and geopolitical impacts.
We are pleased to provide you with our latest quarterly newsletters – Retirement Insights (for Plan Sponsors) and Reach for Retirement (for Plan Participants – in both English and Spanish).
Insights into domestic and global financial markets, policy actions, and geopolitical impacts.
LPL Research explains why they remain steadfast in their belief that investors’ patience will be rewarded.
Insights into domestic and global financial markets, policy actions, and geopolitical impacts.
Insights into domestic and global financial markets, policy actions, and geopolitical impacts.
Insights into domestic and global financial markets, policy actions, and geopolitical impacts.
Insights into domestic and global financial markets, policy actions, and geopolitical impacts.
Colin Clark talks with J.P. Morgan’s Kelly Hahn about savings checkpoints.
LPL Research uncovers potential opportunities for 2023.
Insights into domestic and global financial markets, policy actions, and geopolitical impacts.
Insights into domestic and global financial markets, policy actions, and geopolitical impacts.
Colin Clark talks with J.P. Morgan’s Kelly Hahn about healthcare costs in retirement.
Insights into domestic and global financial markets, policy actions, and geopolitical impacts.
Your source for legislative and regulatory news affecting retirement plans.
LPL Research shares what they learned from 2022, including lessons on the market, stocks, and bonds.
LPL Research discusses why 2023 might be a fresh start for the market.
Colin Clark talks with J.P. Morgan’s Kelly Hahn about longevity.
10 key elements of the just-passed Secure Act 2.0 that will impact workplace benefits and retirement plans.
LPL Research discusses their outlook for 2023.
We are pleased to provide you with our latest quarterly newsletters – Retirement Insights (for Plan Sponsors) and Reach for Retirement (for Plan Participants – in both English and Spanish).
See what’s on the horizon in the world of business insurance, employee benefits and personal risk management so you can achieve your goals.
LPL Research discusses an unprecedented year for rate hikes and what we can expect for 2023.
LPL Research looks at some important seasonal patterns as the year winds down.
Colin Clark talks with J.P. Morgan’s Kelly Hahn about the Guide to Retirement.
LPL Research explores historical equity and fixed income market performance surrounding a Fed pivot.
Download HUB’s Year End Financial Wellness Checklist.
LPL Research looks at what’s driving value’s 2022 outperformance, the technical trading setup for growth and value, and more.
With midterms elections coming up, LPL Research looks at why the stock market may respond favorably to the midterm election.
LPL Research discusses why there may be emerging reasons to believe that the next year may be more constructive than the last.
Download the recently released IRS retirement plan limits for 2023.
Some companies are doing better than others – a lot better. It’s earnings season; the time when companies share how well they performed during the
Your source for legislative and regulatory news affecting retirement plans.
We’re not there yet. Investors are understandably eager for the stock market to hit bottom. Some hoped it happened last week, but it did not.
Bah humbug! Last week, OPEC+, which includes the Organization of the Petroleum Exporting Countries and allied oil producers like Russia, chose to cut production by
The third quarter marked a change in attitude. So far, 2022 has been a tough year for investing. We’ve experienced an unusual phenomenon – the
LPL Research discusses September’s stock market performance.
HUB International’s 2023 Compensation Planning guide provides information on salary budget increases, structure adjustments, promotional spending and variable pay budget increases to assist in budgeting
It’s open to interpretation. Jackson Pollock was an action painter. He poured, dropped, and dripped paint onto horizontal canvases. Some people look at his work
You may have heard this one: Don’t fight the Fed. The Fed is the Federal Reserve Bank of the United States. Among other things, the
We are pleased to provide you with our latest quarterly newsletters – Retirement Insights (for Plan Sponsors) and Reach for Retirement (for Plan Participants – in both English and Spanish).
Markets were tuned to the signals coming from Jackson Hole, Wyoming. During World War II, United States armed forces often relied on high-powered radio sets
Is this a bear market rally or a new bull market? Investment professionals are in the middle of a heated debate. Since mid-June, United States
Lawsuits and the threat of regulatory action means plan sponsors must take special care in choosing a recordkeeper, the entity that manages and accounts for employee investments. Here are some best practices in choosing one and evaluating the incumbent provider.
Rally caps were waving. In recent weeks, investors have embraced the idea that economic data will persuade the Federal Reserve to slow the pace of
The strength of the United States economy continues to surprise. If you have ever been camping, you may have banked your campfire by covering the
LPL Research discusses why last week was epic for market-watchers, as wells as what could be in store for August.
Colin Clark discusses retirement plan design with Jennifer Kiffmeyer from the Retirement Learning Center.
Investors thought they heard a dovish note from the Federal Reserve and markets rallied. Last week, we learned from the Bureau of Economic Analysis (BEA)
Retirement is an exciting prospect for many and choosing how to spend your retirement could likely be based on the planning you do today. For
A lot of people are worried that a recession may be in our future. Some think it may already be here. Unemployment is low (3.6
Nobody is happy, but Americans are feeling more optimistic. Last week, headlines blasted the new inflation numbers. Prices were up more than 9% year-over-year in
Join HUB’s Retirement and Private Wealth (RPW) Investment Team as they work to put the economy and markets into historical context, discuss some of the key drivers of the first half’s market collapse, the outlook for the remainder of 2022, and some thoughts on investor behaviors.
Rising inflation is a bit like a child throwing a temper tantrum in the grocery store. The red-faced parent, in this case the U.S. Federal
Both stock and bond markets have been challenging this year, but LPL Research explains what this could mean looking forward.
The first six months of 2022 have earned a place in history books. 2022 is likely to become part of the lore passed from generation
Financial wellness initiatives may not get the attention that physical wellness programs get from employers, but financial stress has an impact on physical health. Employees typically take that stress to work, diminishing productivity and engagement.
Last week, bad news was good news. Consumers were feeling blue in June, according to the University of Michigan Consumer Sentiment Survey. The survey scored
HUB Workforce Persona Analysis is a way to glean better insights into your workforce and improve the employee experience with personalized benefits – and more.
The fight against inflation intensified. Last week, the Federal Reserve (Fed) delivered a message that it is serious about fighting inflation. The Federal Open Market
LPL Research discusses what investors should expect with the new bear market.
Building a retirement portfolio takes patience and diligence. Your goal is simple: accumulate enough wealth to sustain you through your post-retirement years. Easier said than
Inflation is proving to be far more tenacious than markets had hoped. The idea that inflation peaked in March was put to rest last week
Your debt-to-income ratio (or DTI) measures your monthly debt payment against your monthly income (before taxes or before other deductions have been made). To calculate
How strong is the United States economy? That’s the question investors were mulling after last week’s jobs report. More jobs were created in May than
We are pleased to provide you with our latest quarterly newsletters – Retirement Insights (for Plan Sponsors) and Reach for Retirement (for Plan Participants – in both English and Spanish).
LPL Research discusses the current bull market.
Investors reassessed and markets bounced. Last week, major U.S. stock indices moved higher for the first time in weeks. The Dow Jones Industrial Average gained
Colin Clark discusses the SECURE Act 2.0 with Tami Giumelli from John Hancock.
On the fear and greed cycle. One of the most challenging times for investors is a market downturn. Whether markets are experiencing a correction or
Retirement plans have done an admirable job of helping employees save. But those same workers often need additional help when they’re approaching retirement.
Living with a bear. On the survival series “Alone,” the tension ratchets higher whenever participants encounter bears. Some participants live warily alongside bears, while others
There is a lot of uncertainty in financial markets – and markets hate uncertainty. In recent weeks, economic and financial market data have been telling
LPL Research explains why they remain optimistic that more sunshine could be coming.
Correction and contraction…. Investing during 2022 has been like running a forest trail and having unexpected obstacles appear every so often – a fallen tree,
The Federal Reserve’s Ice Bucket Challenge… Remember a few years ago when people raised money for charity by challenging others to pour buckets of icy
Colin Clark & Elena Peerson discuss financial wellness.
The first quarter of 2022 was jam-packed with volatility-inducing events: rising inflation, war in Ukraine, rising interest rates, sanctions on Russia, and a new COVID-19
LPL Research explains why this market may have a bit more left in the tank.
Checking in on the Federal Reserve. Among other things, Congress asks the Federal Reserve to use its tools to promote price stability and maximum employment.
Washington Financial Group, a division of HUB International Mid-Atlantic Inc., has been named one of the 2021 NAPA Top DC Advisor Teams with assets under
Colin Clark & Elena Peerson discuss financial wellness.
Be careful what you ask for, you just might get it. In early March, almost two-thirds of Americans who participated in a Nationwide Retirement Institute
In our continuing effort to provide plan sponsors and their employees with the most timely and relevant information, we are pleased to provide you with
What plan sponsors need to know about forming a retirement plan committee and how to make it work well.
Markets were reassured by the Federal Open Market Committee (FOMC)’s actions last week. The FOMC met on March 16 and did exactly what most people
Investor optimism is quite low. In just two weeks, the war in Ukraine has changed the status of 1.3 million people – approximately the number
Insights from behavioral finance is being used by employers to boost employees’ overall financial wellbeing.
Colin Clark discusses wellness with Tina Tucker from HUB International.
The world is adapting to a changing reality. As the war in Ukraine intensified last week, financial markets grappled with uncertainty. “After watching financial markets
The green shoots are hard to see right now as spring approaches, clouded by war in Ukraine. Democracy is under attack and innocent lives are
Elena Peerson provides an overview of inflation and how it affects you.
Last week, Russia invaded Ukraine. Russian President Vladimir Putin’s decision ignited the biggest military conflict in Europe since World War II. The war is already
Investors’ appetite for risk diminished as the Russian threat to Ukraine intensified. Volatility was high last week as investors guessed and second-guessed how markets would
Colin Clark discusses Total Rewards with Tina Tucker from HUB International.
Why did stock markets in the United States finish the week lower? If this were Jeopardy, acceptable answers to that question might include: Rising inflation.
Colin Clark discusses Health Savings Accounts with Tina Tucker from HUB International.
A rosy view through the rearview mirror. To say that economists did not have great expectations for the January employment report might be understating their
The calendar had barely flipped to 2022 and investors were reminded that even attractive long-term stock returns come with a cost: volatility. The S&P 500
Most recent quarter updates concerning retirement plan legislation, DOL, and IRS updates.
Last week, the January stock market decline was interrupted by a Friday afternoon rally. “The S&P 500 rose 2.4 percent, its biggest one-day jump since
Most recent quarter updates concerning retirement plan legislation, DOL, and IRS updates.
When is a barometer not a barometer? It’s widely recognized that people do not make perfect financial decisions. In fact, many investors rely on mental
In our continuing effort to provide plan sponsors and their employees with the most timely and relevant information, we are pleased to provide you with
Is the economy doing well, or not? If you skimmed the headlines last week, you may have seen that retail sales – the purchases we
With the New Year comes new beginnings, new goals, new challenges, new friendships, and new opportunities. 2021 was an incredible year for the economy and
2021 was a fizzing mints-in-soda kind of year. Everything seemed to shoot higher – from COVID-19 cases and vaccinations to economic growth and global stock
Investors were feeling bullish. Last week, the Standard & Poor’s 500 (S&P 500) Index closed at a record high for the 68th time this year.
Stock and bond markets diverged. Last week, the Bank of England surprised markets with a rate hike, its first in three years, and the Bank
The HUB International 2022 Outlook provides perspectives and practical advice on how to navigate 2022.
LPL Research Outlook 2022: Passing the Baton delivers market insights on what we can expect in the economy, policy, stocks and bonds for 2022.
Investors look to the future. Last week, employment and manufacturing data confirmed that the United States economy continued to strengthen in November, but positive economic
Colin Clark concludes his discussion on fiduciary liability insurance with Bill Ridley from HUB International. Topics discussed include fidelity bonds and cyber insurance.
COVID-19 strikes again. Coronavirus cases have been on the rise in Europe, climbing from about 700,000 new cases a week in September to 2.6 million
Annual reference for recurring compliance and notice requirements.
Thinking about the possibilities. The Standard & Poor’s (S&P) 500 Index finished last week slightly higher and has gained about 6 percent during the past
This guide contains the tools you need to ensure that you can address year-end planning and tax-related questions.
Here are the latest resources to help you navigate newly released vaccine guidelines and consider what workplace policies and programs fit best within your organization.
Economists like to joke that inflation is just right when no one notices it. Last week, investors noticed it. The Consumer Price Index (CPI), which
Feeling bullish… Investor bullishness ticked higher last week on all four investor sentiment gauges tracked by Barron’s.Investor optimism may have been fanned by positive financial
The latest information, guidance and resources to protect what matters most.
The past year and a half have tested all of us, but overall, the economy continues to strengthen, COVID-19 trends are greatly improving, and this
The road to recovery is slow and bumpy. Last week, we learned that economic growth slowed in the third quarter as a new wave of
Colin Clark discusses fiduciary liability insurance with Bill Ridley from HUB International.
It’s MESSI! No, this commentary is not about Lionel Messi, the Argentine soccer phenom who is widely regarded one of the greatest footballers of all
The global pandemic, along with the changing economic and social landscape impacts employee benefits programs in many ways. The pressure to manage costs and compliance
Many have been calling for the “death of the 60/40” for about 4 years now and yet that type of portfolio has yielded very positive
Don’t get spooked! Barron’s Big Money Poll is an exclusive survey of market sentiment among professional investors. Last week, Nicholas Jasinski reported on 2021’s findings:
Quarterly update concerning retirement plan legislation, DOL, and IRS updates.
The word “jouncy” may have started life as a combination of bouncy and jolting – and it’s a pretty good way to describe what happened
Colin Clark and Rick Hope continue their discussion about tips on how parents and children can have effective conversations about money.
In our continuing effort to provide plan sponsors and their employees with the most timely and relevant information, we are pleased to provide you with
Central banks have a lot of influence on investors, markets and economies. For the last year or so, the Federal Reserve has been purchasing $120
Colin Clark and Rick Hope discuss tips on how parents and children can have effective conversations about money.
The latest resources to help you develop and implement workplace policies related to the COVID-19 vaccine.
In recent weeks, bullish sentiment has drifted lower like sediment settling after a storm. Every month, Bank of America (BofA) surveys global asset managers. The
How COVID & workforce challenges are shaping employers’ leave practices.
The Delta variant could take a toll on economic growth. There was some good news last week. The 7-day moving average of COVID-19 cases in
The bull market continues, with the S&P 500 Index now up seven months in a row. Stocks have impressively gained 20% year-to-date, with the S&P
“Raise your words, not your voice. It is rain that grows flowers, not thunder,” advised the Persian poet Rumi. Last week, Federal Reserve (Fed) Chair
Download this eBook to learn more about federal employment law considerations and the specific limitations pertaining to requiring employees to be vaccinated.
Colin Clark discusses ESG’s and government regulations with Megan Fielding from Nuveen.
Markets were shaken last week by a potent cocktail of central bank tapering and economic growth concerns mixed with coronavirus and a splash of the
Colin Clark discusses ESG’s role in defined contribution plans with Megan Fielding from Nuveen.
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