By: Bob DiMeo, Chief Executive Officer
In 2017 we upgraded the firm’s website and I recall our marketing team and IT vendor being very excited. The update was more functional, graphics looked great, and we were told the improved website was likely to win an award (it did). I too was excited and remember displaying the site to my wife with a sense of pride; however, my bubble soon... Read More >
By: Kathryn Pizzi, CFA, ASA, Partner, Senior Consultant
Interest rates increased dramatically this year, beginning with a simple turn of the calendar from 2021 to 2022. In just that one innocuous flip, the yield of 10-year Treasury bonds increased 11 basis points (0.11 percent) on the first trading day of the new year. And that was just the beginning… Read More >
By: Joseph Melia, Senior Consultant
Earlier this year, the largest retirement plan provider in the United States announced that clients using their platform would have the ability to invest in digital assets within their core 401(k) investment lineup on an elective basis. The announcement touted a first-of-its-kind investment opportunity, catching the eye of Plan Sponsors, participants and… Read More >
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