It has been a while since we last wrote about the Fiduciary Rule, Part 2, re-proposed by the Department of Labor. Find out the latest here!

The third quarter was a nice one for the stock and bond markets - find out more here!

The markets had a strong start to 2024. Find out more about the economic outlook here.

Planning for retirement can be complex, but the 4% rule offers a straightforward framework to maintain financial stability in your golden years. What do you need to know? Find out here!

NVIDIA, a titan in the semiconductor industry known for its cutting-edge graphics processing units (GPUs), made headlines with its stock split announcement. This event, which took place in June 2024, involved a 10-for-1 stock split, a significant decision that has implications for investors, the market, and the company itself.

When diving into the world of finance and investment, one of the fundamental concepts you’ll encounter is the idea of a "stock." They are often talked about at cocktail parties and you hear stories about those who have made – or lost – fortunes.

But what exactly is a stock, and why is it so significant?

The markets had a strong start to 2024. Find out more about the economic outlook here.

This is the third case study in a series of three focused on charter schools providing retirement plan services to their employees as an employee benefit.

This is the second case study in a series of three focused on charter schools providing retirement plan services to their employees as an employee benefit.

This is the first case study in a series of three focused on charter schools providing retirement plan services to their employees as an employee benefit.