Financial Services
Avoiding Self-Sabotage in Investing
Discover how emotions like fear, greed, and overconfidence can impact your investment decisions and learn ways to overcome them.
October 17, 2024
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Financial Services
Weekly Market Update
Stocks advanced last week despite mixed inflation data, lurching oil prices, and lingering anxiety about the Middle East.
October 15, 2024
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IRS Issues Guidance on Student Loan Matching
Thirty percent of adults in the U.S. report having received a student loan to further their education. According to the Federal Reserve, the median student loan debt for those with outstanding balances in 2023 ranged between $20,000 and $25,000. To help ease this financial burden, employers are increasingly offering a match toward student loan repayments as an employee benefit to help alleviate the financial strain. This trend also highlights the increasing focus on addressing student debt within the framework of overall financial wellness initiatives.
October 14, 2024
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Job Transition? Here’s What You Can Do with Your 401(k)
Have you changed jobs recently? Discover four key options for managing your 401(k) that may impact your long-term financial goals.
October 9, 2024
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Helping Employees Avoid Retirement Healthcare Sticker Shock
Housing? Check. Life insurance? Check. Dining out? Check. For most retirees, these types of line items are fairly predictable and factored into their monthly budget. But when it comes to healthcare, the situation can change dramatically. These expenses are often unpredictable and underestimated — and this wild card can disrupt an otherwise carefully planned retirement, leaving many seniors vulnerable.
October 8, 2024
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Monthly Market and Economic Update - September 2024
Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.
October 7, 2024
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Weekly Market Update
Market Rallies But Ends Week Flat
October 7, 2024
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Navigating Higher Fees and Opportunities for Smaller 401(k) Plans
Although the costs of retirement benefits have generally decreased due to fee compression, smaller plans are still at a disadvantage. Smaller plans pay more per participant due to fixed costs, while larger plans benefit from economies of scale even with greater total costs.
October 2, 2024
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Take Charge of Your Future: Financial Planning Awareness Month
Take the opportunity to reassess your financial goals and ensure your plans align with your current situation. Discover key steps to enhance your financial strategy, from revisiting your budget to evaluating your retirement savings, and empower yourself to make informed financial decisions.
October 2, 2024
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