Recent Blog Posts

Earnings Optimism Lifts Stocks as Markets Look Past Geopolitics

U.S. equities ended the week on a positive note as investors looked ahead to second-quarter earnings season, with optimism around corporate results outweighing renewed geopolitical headlines.

Chip Surge Lifts Stocks as Oil Pullback Eases Geopolitical Fears

Equities rebounded as a strong rally in semiconductor stocks helped offset lingering geopolitical tensions, with investors largely shrugging off U.S.-Iran hostilities amid a pullback in oil prices.

Is Your 401(k) Plan Document Aligned With How You Operate the Plan?

For a business owner sponsoring a 401(k) plan, the written plan document is the foundation of everything: it describes who can participate, how contributions work, when money can be taken out, and more. To keep the plan tax‑qualified, it must be both written correctly and operated in accordance with its written document. 

US-Iran Tensions Jolt Markets

Markets turned cautious as renewed US-Iran tensions triggered a surge in oil prices and pushed equities and bonds lower, though losses moderated late in the session.

Using the IRS 401(k Checklist as a Mid Year Self Audit Tool

A 401(k) plan is a valuable benefit for your team, but it also comes with ongoing responsibilities for you as a business owner and plan sponsor. Mid year is a practical time to pause and run a structured self-check on the plan, while there’s still time in the calendar year to correct issues and refine processes. 

Chip Rout Signals Rotation as Oil Spike Rekindles Inflation Concerns

Markets pulled back as a sharp selloff in semiconductor stocks ended a strong AI-driven run, while rising oil prices and bond yields added macro pressure.

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