October 04 2021

Investor Insights - October 2021

See our recap of August's key statistics and market commentary below.  Noteworthy Numbers -4.65 The S&P 500 Total Return had a -4.65% return in the month of September, its first negative return since January. The index is positive 15.92% year-to-...

September 01 2021

Investor Insights - September 2021

See our recap of August's key statistics and market commentary below.  Noteworthy Numbers 50 Bitcoin topped $50,000 in August before finishing the month at $47,070. The flagship cryptocurrency (along with many other digital coins) has been on an impr...

August 12 2021

No 2020 Form 5500 Needed for Retroactive Qualified Plans

The IRS has announced that, for qualified retirement plans adopted in 2021 retroactive to the 2020 plan year, a 2020 Form 5500 will not be required.

August 02 2021

Investor Insights - August 2021

See our recap of July's key statistics and market commentary below.  Noteworthy Numbers -8.27% The energy sector was the worst performer in July, losing 8.27%. The decline was due both to the fears of future lockdowns caused by the Delta variant of C...

July 01 2021

Investor Insights - July 2021

See our recap of June's key statistics and market commentary below.  Noteworthy Numbers 14.6%  The S&P Corelogic Case-Shiller home price index showed a year over year increase in home prices of 14.6% in April. This is the highest reading since th...

June 01 2021

Investor Insights - June 2021

See our recap of May's key statistics and market commentary below.  Noteworthy Numbers 13.2%  The Case-Shiller Index, the leading measure of U.S. home prices, gained 13.2% in March, according to data released in May. This is the largest increase sinc...

May 21 2021

RMDs for Beneficiaries in Qualified Retirement Plans

When an employee in a qualified retirement plan dies, the employee’s account balance has to be distributed to the beneficiary at a certain rate over a certain timeframe. The money cannot stay in the plan forever. What is that timeframe? When do distr...

May 07 2021

Investor Insights - May 2021

See our recap of February's key statistics and market commentary below.  Noteworthy Numbers 45.8% As of April 30, FactSet reports the first quarter year over year earnings growth for companies in the S&P 500 was on track to be 45.8%. This is near...

April 29 2021

Catch-Up Contributions: A Good Thing for Both Men and Women

Back in 2001, a law called the Economic Growth and Tax Relief Reconciliation Act (EGTRRA) was passed. Some referred to it as the Bush Tax Cuts, Round One. The law had a number of provisions related to qualified retirement plans. Among these, in a sec...

April 01 2021

Investor Insights - April 2021

See our recap of February's key statistics and market commentary below.  Noteworthy Numbers An estimated $9.6 billion in goods moves through the Suez Canal each day. Traffic ground to halt for nearly a week in late March as a containership, the Ever ...