Wealth Services
Weekly Market Update
Stocks were mixed last week as investor concerns over inflation and trade policy combined to produce another volatile trading week.
March 3, 2025
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AREAS OF EXPERTISE
Employee Benefits
Weighty Matter: Obesity, GLP-1s and the Rising Cost of Healthcare
Obesity and health problems associated with it — including heart disease and stroke, high blood pressure, several types of cancer, osteoarthritis, sleep apnea and more — are primary factors that must be considered as employers seek to contain healthcare costs for their employers, as well as for themselves.
February 26, 2025
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Wealth Services
Weekly Market Update
Stocks fell last week as concerns about sticky inflation and the pace of economic growth rattled investors.
February 24, 2025
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Filing a Final Tax Return: What You Need to Know
Handling tax matters after losing a loved one can be overwhelming, but certain filings are required if they earned income or had a sizable estate. Learn key deadlines, potential tax obligations, and important steps to ensure compliance while navigating this challenging time.
February 18, 2025
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Weekly Market Update
Stocks advanced last week despite some intra-week volatility as investors showed concern about the economy's strength.
February 18, 2025
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Why Workers Leave Matching Dollars on the Table
Many employees unknowingly leave free retirement dollars on the table due to psychological biases like present bias, loss aversion, and decision paralysis. Understanding these barriers can help plan sponsors implement strategies that encourage higher contributions and ensure employees maximize their employer match.
February 11, 2025
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Wealth Services
Understanding Capital Gains and Losses: What You Need to Know
Understanding how capital gains and losses impact your taxes can help you make smarter investment decisions. Learn how different tax rates apply, strategies to offset gains with losses, and key considerations for maximizing tax efficiency.
February 11, 2025
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Monthly Market and Economic Update - January 2025
Read about the latest insights on the market and economy from our Director of Investments, Bob Janson.
February 10, 2025
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Reminder: RxDC Reporting Due June 1
With the 2024 reference year RxDC reporting deadline approaching in June, plan sponsors should refamiliarize themselves with the reporting requirements. The 2024 reference year RxDC Reporting Instructions have been released, though there were no changes to the reporting requirements or data elements from last year.
February 10, 2025
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