Recent Blog Posts

Stocks Trim Losses as Oil Spike Eases on Shipping Assurances

Equities and bonds sold off sharply as Middle East tensions escalated, but losses moderated after President Trump said the US would escort tankers through the Strait of Hormuz, easing fears of a prolonged supply shock.

Oil Shock Lifts Yields as Markets Weigh Contained Conflict Risk

Oil prices surged on escalating Middle East tensions and reports of disruptions near the Strait of Hormuz, reigniting inflation concerns and pushing Treasury yields sharply higher.

Why Your Workplace Plan Powers Your Retirement

Think of your workplace retirement plan as the heart of your financial future—not just an add-on. 

Risk-Off Mood Deepens as Credit Fears and Geopolitics Weigh on Stocks

Stocks closed lower Friday, capping a volatile and mostly negative February as investors grappled with hotter-than-expected wholesale inflation, rising geopolitical tensions in the Middle East, and renewed anxiety around private credit and AI-driven disruption.

Coordinating Multiple Employer Plans With One Strategy

Many people accumulate retirement savings in several different employer plans—current and former 401(k)s, 403(b)s, 457(b)s, and similar accounts.

Stocks Slip as Nvidia Fails to Reignite AI Momentum

Stocks finished mostly lower as enthusiasm around artificial intelligence cooled despite strong earnings from Nvidia, while oil reversed earlier gains on signs of progress in US-Iran nuclear talks.

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