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  • 2021 April Market Recap

    As vaccination numbers continued to advance in the United States and restrictions on activity widely lifted across the country, the economic data did not disappoint.


  • 2021 First Quarter Market Recap

    ?We expect a general downward trend of new COVID-19 infections as vaccinations continue, and this optimism came through in the first quarter performance of the global equity markets.


  • Retirement Matters - 2nd Quarter 2021

    We hope you enjoy the 2nd Quarter of 2021 issue of Retirement Matters, our retirement plan participant newsletter that provides readers with relevant market information and retirement plan strategies.


  • Retirement Matters - 1st Quarter 2021

    We hope you enjoy the 1st Quarter of 2021 issue of Retirement Matters, our retirement plan participant newsletter that provides readers with relevant market information and retirement plan strategies.


  • Retirement Matters: Special Edition - COVID-19

    We hope you enjoy this special edition issue of Retirement Matters, our retirement plan participant newsletter that provides readers with relevant market information and retirement plan strategies. This issue discusses tips for surviving market volatility during COVID-19 virus uncertainty.