BLOG

Q4 2023 Retirement Plan Newsletters

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).

Read More »

Q1 2023 Retirement Plan Newsletters

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).

Read More »

HUB 2023 Outlook

See what’s on the horizon in the world of business insurance, employee benefits and personal risk management so you can achieve your goals.

Read More »

Looking Ahead

LPL Research discusses why there may be emerging reasons to believe that the next year may be more constructive than the last.

Read More »

Market Commentary, 10/10/22

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

Read More »

2023 Compensation Planning Guide

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

Read More »

Market Commentary, 9/19/22

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

Read More »

Q4 2022 Retirement Plan Newsletters

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).

Read More »

How to Evaluate a Retirement Plan Recordkeeper

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.

Read More »

Market Commentary, 7/18/22

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

Read More »

Looking Forward

Both stock and bond markets have been challenging this year, but LPL Research explains what this could mean looking forward.

Read More »

Infographic: Financial Wellness

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.

Read More »

Market Commentary, 6/21/22

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

Read More »

Market Commentary, 5/16/22

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

Read More »

Market Commentary, 5/2/22

Correction and contraction…. Investing during 2022 has been like running a forest trail and having unexpected obstacles appear every so often – a fallen tree,

Read More »

Market Commentary, 4/11/22

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

Read More »

Market Commentary, 4/4/22

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.

Read More »

Market Commentary, 3/7/22

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

Read More »

Market Commentary, 2/28/22

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

Read More »

Market Commentary, 2/22/22

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

Read More »

Market Commentary, 2/14/22

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.

Read More »

Market Commentary, 2/7/22

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

Read More »

Stocks’ Road Ahead

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

Read More »

New Beginnings in 2022

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

Read More »

Market Commentary, 1/3/22

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

Read More »

Market Commentary, 12/6/21

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

Read More »

Vaccines in the Workplace

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.

Read More »

Market Commentary, 11/8/21

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

Read More »

Market Commentary, 10/18/21

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:

Read More »

Market Commentary, 9/20/21

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

Read More »