Documenting Your Process: Why What You Did Matters as Much as What Happened

Good retirement-plan governance involves more than reaching a decision. It also involves showing how the committee reached it.

Recent Blog Posts

December 30: The Year in Review

Personal Investor

December 30, 2024

5 Questions to Evaluate Your Financial Habits As the year ends, it’s the perfect time to pause and reflect. The financial decisions you made over the past 12 months have shaped your current position, and reviewing them can provide valuable insights for the future.

The PULSE: Global Economic and Market Update: December 27, 2024

Personal Investor

December 27, 2024

As 2024 nears its conclusion, global financial markets are reflecting a mix of optimism and caution. Investors are balancing year-end portfolio adjustments with concerns about inflation, central bank policies, and geopolitical uncertainties.

Reassess and Realign: Setting Financial Goals for the New Year

Savings

December 27, 2024

As the holiday season winds down and the New Year approaches, December 27 is an ideal time to pause, reflect, and realign your financial goals.

The Great Reset: Creating a Post-Holiday Spending Freeze Challenge

Savings

December 27, 2024

As the holiday season winds down, we are left with warm memories—and lighter wallets. From festive gatherings to generous gift-giving, the financial aftermath of December can weigh heavily on our budgets.

The PULSE: Global Economic and Market News for December 26, 2024

Personal Investor

December 26, 2024

The global economic and market landscape on December 26, 2024, reflects a delicate balance of optimism and caution. U.S. markets continue to show strength, fueled by solid earnings and resilient consumer demand.

From Presents to Payoff: 7 Steps to Tackle Post-Holiday Debt

Savings

December 26, 2024

The holidays bring joy, celebration, and, often, a flurry of spending. But once the festive glow fades, many people, including you, face a less cheerful reality: post-holiday debt. If this sounds familiar, don't worry—you're not alone, and there are practical steps you can take to regain control of your finances