Wealth Services
Weekly Market Update
Stocks advanced last week as market leadership shifted amid fresh inflation data and quarterly corporate reports starting to roll in.
July 15, 2024
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Wealth Services
Paying Off Debt? Start Here
Part of prudently managing debt is making sure you have a plan to repay what you borrow. Of course, any plan starts with a solid grasp of your budget and a full emergency fund! While it may seem counterproductive to begin with saving before paying down debt, let’s discuss why these two planks make the best foundation.
July 11, 2024
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Cybersecurity and How to Deal with Data Breaches as a Plan Sponsor
Retirement funds are a target for cybersecurity attacks and identity fraud more than ever before. For most people, their retirement account is one of their biggest assets and they rarely check it. This makes these accounts a prime target for cybercriminals. Data breaches with recordkeepers are common.
July 10, 2024
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Wealth Services
Monthly Market and Economic Update - June 2024
Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.
July 9, 2024
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Today’s Special: Resilience as Restaurants Navigate Tough Insurance Market
At a time when the National Restaurant Association projects sales topping $1 trillion for the first time ever this year, the future for businesses in this notoriously risky industry nevertheless seems more precarious than ever. In this business climate, robust risk management and an expertly designed insurance program couldn't be more important.
July 9, 2024
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Wealth Services
Weekly Market Update
Stocks steadily advanced over the holiday week thanks to strength in mega-cap tech issues and encouraging jobs data.
July 8, 2024
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When It Comes to 401(k) Beneficiaries, Where There’s a Will There Isn’t Necessarily a Way
Beneficiary designations are a critical yet often neglected aspect of retirement plans. Many participants mistakenly believe that their retirement plan assets will be distributed according to their will or trust. However, retirement accounts are governed by their own rules, meaning the named beneficiary on the account will typically inherit the funds, regardless of other estate planning documents.
July 2, 2024
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Major Life Event? It May Be Time for a Financial Review
When you have a major life event such as getting married, having a child, or buying a home, your financial situation and priorities may change. As your life changes, your financial decisions must stay in line with your goals, values, and needs. When these situations come up, it’s always a good idea to conduct a financial review. Evaluate your current situation, habits, and any additional needs to account for so you can be prepared.
July 1, 2024
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Weekly Market Update
Stocks finished the last week of June and Q2 mixed as investors digested a fresh round of economic data.
July 1, 2024
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