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The Weekly Wealth Watch | June 22, 2026
The Weekly Wealth Watch June 22, 2026 The Markets “You can’t predict. You can prepare.” — Howards Marks, (Oaktree Capital) Markets closed out a shortened trading week on a positive note as investors navigated a lighter calendar ahead...
Read MoreFrom Macro to Micro | June 19, 2026
Market Strategy by Talley Leger, Chief Market Strategist June 19, 2026 Why Infinite Space May Not Equal Infinite Value A couple of weeks ago, I explored some thoughts and related research questions about the space economy. While it’s a...
Read MoreThe Weekly Wealth Watch | June 15, 2026
The Weekly Wealth Watch June 15, 2026 The Markets “Investing is about finding opportunities and having the patience and discipline to let them develop over time.” — Abigail Johnson, (Fidelity Investment) U.S. equity markets continued...
Read MoreFrom Macro to Micro | June 12, 2026
Market Strategy by Talley Leger, Chief Market Strategist June 12, 2026 Signal vs. Noise: Cool “Core” CPI, Hot “Headline” CPI What Happened: As expected, the Bureau of Labor Statistics’ (BLS’) Consumer Price Index (CPI) for All Urban...
Read MoreThe Weekly Wealth Watch | June 8, 2026
The Weekly Wealth Watch June 1, 2026 The Markets The key to long-term success is not being right all the time—it’s managing risk when you’re wrong.” — Michael Platt, (BlueCrest Capital) U.S. equity markets pulled back this week as...
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From Macro to Micro | June 5, 2026
Market Strategy by Talley Leger, Chief Market Strategist June 5, 2026 A Hitchhiker’s Guide to the Space Economy It’s time-minus seven (T-7) days and counting until the SpaceX (SPCX) initial public offering (IPO), which is targeting a...
Read MoreFrom Macro to Micro | May 29, 2026
Market Strategy by Talley Leger, Chief Market Strategist May 29, 2026 Treasury Yields: Water Finds Its Own Level In my June 4, 2025, Market Strategy Flash, “Why bond yields have increased around the world,” I argued that rising yields...
Read MoreFrom Macro to Micro | May 22, 2026
MarketStrategy by Talley Leger, Chief Market Strategist May 22, 2026 Software vs. Semis: Skate to Where the Puck Is Going Since April 2025, I’ve consistently opined about information technology, which remains a bright spot on the US...
Read MoreThe Weekly Wealth Watch | June 1, 2026
The Weekly Wealth Watch June 1, 2026 The Markets “I’ve always believed that prices move first and fundamentals come later.” — James Simons (Renaissance Technologies) U.S. equity markets extended their advance this week, with gains...
Read MoreThe Weekly Wealth Watch | May 25, 2026
The Weekly Wealth Watch May 25, 2026 The Markets “The first step toward getting somewhere is to decide you’re not going to stay where you are.” — John Pierpont Morgan (J.P. Morgan) U.S. equity markets moved higher this week, with gains...
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401(k) Benchmarking
Every 0.01% Impacts Participant Outcomes How can 401(k) benchmarking help plan sponsors manage 401(k) plan fees, meet fiduciary responsibilities, and improve retirement outcomes? When managing a workplace retirement plan, attention is...
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Employee Burnout Solutions That Work
Employee Burnout Solutions That WorkTaking Your Company from Bare-Minimum Monday to Everyday Excellence You may be familiar with Bare-Minimum Mondays, Take-It-Easy Tuesdays, Let’s-Not-Work-Too-Hard Wednesdays, and No-Think Thursdays....
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Stronger Lineup, Smarter Outcomes: Your 401(k) Investment Review Playbook
8 Essential Steps for Your Next Investment ReviewFollow this guide to align your investment menu with participant needs. Here’s what to focus on:Start with your investment framework.Review the investment menu structure.Use consistent...
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3 Creative Ways to Unlock Company Savings
Explore high-impact, low-disruption strategies to reduce costs while keeping your benefits competitive.We are often asked how companies can reduce overhead without sacrificing employee satisfaction. Did you know that your retirement...
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Plan Sponsor Newsletter: Navigating 2026 with Confidence
Digital Communications are different types of promotional copy you will use to promote a specific piece of content. We provide digital communications with all Retirement Plan Marketing content.
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Understanding the 2026 Roth Catch-Up Rule for High Earners
Learn how the 2026 Roth catch-up rule affects higher-earning employees and what plan sponsors need to know to prepare payroll, systems, and plan processes.Beginning in 2026, a new rule will change how some employees make catch-up...
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Generational Shifts and Your Workplace 401(k) Plan
Every day, roughly 11,400 Baby Boomers turn 65, ushering in a historic retirement wave known as “Peak 65”. As this generation steps into retirement, the makeup of the workforce is changing fast. Baby Boomers, once the largest group on...
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Ultimate Financial Goals Planner
Ultimate Financial Goals PlannerEveryone has financial goals. Some are short-term, like paying down debt or building an emergency fund. Others are long-term, like buying a home or saving for retirement. The Financial Goals Planner...
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Litigation Updates for Retirement Plan Committees
Litigation Updates for Retirement Plan Committees Notable case highlights and what to expect. It’s been an exciting year for 401(k) plans, with court decisions shaping what’s expected of plan sponsors and fiduciaries.
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What Every Plan Sponsor Should Know for 2026
Stay ahead of 2026 retirement plan updates. Learn key SECURE 2.0 changes, new Roth rules, eligibility shifts, and fiduciary trends plan sponsors need to know.
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The new Retirement Plan Contribution Limits are official!
The following limits are going up for 2026: Maximum contributions for 401(k), 403(b) and 457 increased to $24,500 Maximum contributions for highly compensated employees stayed the same at $160,000 Maximum contributions for SIMPLE...
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Advanced Tax Strategies for Employers
Explore 5 advanced tax strategies that help employers reduce taxable income, boost retirement savings, and retain top talent through optimized plan design.
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