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Retirement Times October 2026
October 2026 This month's Retirement Times discusses the following: The Hidden Retirement Cost of Employee Caregiving IRS Provides Update on Opinion Letters for DC Qualified Pre-approved Plans Court Narrows Earlier Ruling on Brokerage Window Fee Disclosure in Alas v....
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Market Update- September 2026
Summary •Long-duration government bonds were August’s focal point. The 30-year U.S. Treasury yield reached 5.31% on August 18, its highest level since June 2007, while long-dated sovereign yields rose across other major developed markets. Japan’s 10-year...
Market Perspectives- September 2026
Resilience Has a Price Markets have an interesting way of making investors uncomfortable no matter which direction the economic data moves. Weak numbers quickly become recession stories; strong numbers become inflation and interest-rate stories. Friday’s employment...
Retirement Times September 2026
September 2026 This month's Retirement Times discusses the following: Retirement Savings Rate Reached an All-Time High in 2025 SECURE 2.0 Plan Amendments Are Due by Year-End Younger Workers Look to Employers for Retirement Help Participant Corner: Financial Tools at...
The Morning View: September 4, 2026
Announced this morning, the economy added 162,000 jobs in August, more than expected, and the previous month was revised higher as well. Reviewing the individual categories, the Leisure and Hospitality industry was relatively strong, while the Information industry...
The Morning View: August 26, 2026
https://vimeo.com/1221518350 In this morning’s data, the PCE Deflator increased 0.2% in July, higher than expected, and was up 3.7% on an annual basis. The Core PCE Deflator, which excludes food and energy prices and is closely monitored by the Federal Reserve for...
Rate Watch- August 2026
• AI momentum and a constructive domestic economic outlook have supported risk assets and accommodative financial conditions. This has occurred alongside longer-term bond yields approaching multi-year highs. • A key question for markets is whether higher yields...
The Morning View: August 18, 2026
https://vimeo.com/1219237732 Announced this morning, Housing Starts were 1,239,000 in July, less than expected and a -12.4% decrease from the previous month’s revised figure. This follows a 19.7% increase in the previous month. In addition, Building Permits were...
The Morning View: August 12, 2026
https://vimeo.com/1217666745 In this morning’s data, the Consumer Price Index (CPI) increased 0.1% in July, as expected, and was a rebound from the previous month’s decrease. On an annual basis, it grew 3.4%. The core rate, which excludes prices for food and energy,...
The Morning View: August 7, 2026
https://vimeo.com/1216432070 In this morning’s data, the economy lost -23,000 jobs in July, less than the increase that was expected. Reviewing the individual categories, the Health Care and Social Assistance industry was relatively strong, while the Leisure and...