Recent Blog Posts

Stocks steady as yields blink; S&P 500 edges higher as energy leads

After an early scare from Treasury yields spiking to multi‑decade highs, rates eased and stocks managed small gains, breaking a three‑day slide. Leadership rotated toward energy while defensives lagged, as a softer manufacturing read and steady jobless claims nudged odds of an October rate hike lower. 

A Difficult September: What Rising Yields Mean for Investors

September ended with a challenging reminder: stocks and bonds can both lose ground when inflation concerns intensify.

Stocks split as cool inflation runs into hot yields

Wall Street ended mixed as a softer core PCE reading eased odds of an October Fed hike, but long-dated Treasury yields pushed to cycle highs on firm growth and spending, keeping pressure on most sectors.

Stocks soften as yields firm and confidence slips; oil cools, energy lags

U.S. equities finished mixed-to-lower as a fresh rise in Treasury yields and a drop in consumer confidence to the weakest since 2014 kept buyers cautious.

Auto-Enrollment and Auto-Escalation: Is It Time to Add These Features?

As benefits season approaches, business owners often review whether their 401(k) plan is easy to explain, administer, and integrate with the company’s broader rewards program.

Setting a Plan Design Review Meeting Before Year-End Deadlines Arrive

A plan design review meeting is one of the simplest governance habits a business owner can establish before year-end. It creates dedicated time to look at the 401(k) as part of the company’s total-rewards program rather than as a set of isolated administrative tasks. 

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