March 01 2021

Investor Insights - March 2021

See our recap of February's key statistics and market commentary below.  Noteworthy Numbers The outperformance of the S&P 500 Value index against the S&P 500 Growth index during the month of February. Value stocks, which drastically underperformed in...

February 01 2021

Investor Insights - February 2021

See our recap of January's key statistics and market commentary below.  Noteworthy Numbers According to JP Morgan, with 49.9% of companies in the S&P 500 having reported Q4 earnings so far, 84% have beaten their estimated earnings and 70% have beaten...

January 04 2021

Investor Insights - January 2021

See our recap of December's key statistics and market commentary below.  Noteworthy Numbers The S&P 500 locked in an 18.40% return in 2020, an excellent feat in any year, and even more so in year during which the global economy shut down due to a pan...

December 23 2020

Mega Backdoor Roth IRA: A Neat Idea that Rarely Works

Lately, several people have asked me about a “mega backdoor Roth IRA.” I didn’t really know what this was, but anything with “backdoor” in the name is something I want to explore. It sounds a little devious. Maybe I could finally be a bad boy – more ...

December 02 2020

Investor Insights - December 2020

See our recap of November's key statistics and market commentary below.  Noteworthy Numbers The S&P SmallCap 600 returned 18.17% in November, leading US stock asset classes in what was its best month of the year.       The Energy sector increased by ...

November 20 2020

When It’s a Mistake to Call Something a “Mistake of Fact”

“You keep using that word. I do not think it means what you think it means.”  So goes the internet meme based on Inigo Montoya’s complaint to Vizzini about his use of the word "inconceivable" in The Princess Bride movie. In the pension business, ther...

November 03 2020

Investor Insights - November 2020

See our recap of October's key statistics and market commentary below.  Noteworthy Numbers Small Cap Value stocks, the most beleaguered asset class in the US this year, led for the first time in October with a 3.63% return.                 US GDP gre...

October 29 2020

Out with 2020, In with the 2021 Retirement Plan Rates and Limits

As we head toward the close of this turbulent year, we have learned that most IRS limits related to qualified retirement plans will hold steady in 2021. Retirees receiving Social Security benefits will receive another modest increase, while PBGC prem...

October 07 2020

Top 10 Items Discuss with Your 401(k) Provider

As a business owner and entrepreneur, you are constantly being pulled in several different directions. You have a 401(k) plan in place as a robust benefit for your employees and rely on your Third Party Administrator (TPA) to help keep your plan comp...

October 02 2020

Investor Insights - October 2020

See our recap of September's key statistics and market commentary below.  Noteworthy Numbers There are 32 days left before Election Day in the United States.                     The S&P 500 Energy sector declined by 14.51% in September, continuing a ...