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Resources for Every Need
Discover valuable insights and practical tips to help you navigate your financial journey.
Benefits of Offering a 401(k) Plan
A 401(k) plan remains a cornerstone of employee financial wellness. This article highlights how strong plan design can support retention, strengthen company culture, and create meaningful advantages for employers and their teams.
Benefits of Offering a 457(b) Retirement Plan
A 457(b) plan offers public and nonprofit employers a flexible way to attract and retain experienced staff. Learn how its tax advantages and unique savings features can support long-term employee stability and organizational goals.
November 2025 in Review
Markets weathered a volatile month as mixed Fed signals, labor market data, and consumer spending trends drove investor sentiment. Chris Zabel, Portfolio Manager, recaps the latest developments and what could shape the Fed’s next steps.
October 2025 in Review
October brought a second Fed rate cut, cooler inflation data, and strong corporate earnings—all while markets navigated a prolonged government shutdown. Dan Zeigler, Senior Portfolio Manager, recaps the latest economic trends, Fed policy shifts, and what’s driving equities and fixed income.
Private Markets: Private Equity: From Leverage to Leadership
Private equity is shifting from financial engineering to operational value creation. Jake Stapleton, MBA, explains how today’s firms are building long-term returns through growth and efficiency.
Global Economy: Positioning for a Late Cycle Economy
Slowing job growth, persistent deficits, and rate cuts are reshaping the policy landscape. Emil Suqi, CFA®, shares how these forces are influencing fixed income strategy and late-cycle portfolio positioning.
Equity: Emergent Themes and Attractive Valuations
As AI builds momentum and valuations climb, opportunities are emerging in innovation and natural resources. Ryan Lange, CFA®, CAIA, explores how diversification can help balance risk and return.
Payments Insider 3rd Quarter 2025
In this issue, we discuss the following topics: Nightmare on Check Fraud Street, Ghost Your NOCs and They’ll Come Back to Haunt You, and Don’t Let New Rules Changes Creep Up on Your Organization.
September 2025 in Review
Labor market revisions, a Fed rate cut, and strong GDP growth shaped markets in September. Chris Zabel, Portfolio Manager, recaps the latest economic trends and what could drive markets into year-end.
Securing Your Business in 2025
Hear from our experts on combating payment fraud and safeguarding your business against today’s top risks.
Top 10 Tips for Beneficiaries Managing a Financial Settlement
Doug Warren, Senior Trust Officer, shares practical steps to help beneficiaries protect assets, avoid common pitfalls, and build a long-term plan for lasting financial stability after receiving a settlement.
August 2025 in Review
Slower job growth and evolving Fed expectations shaped markets in August. Dan Zeigler CFP®, CMFC®, Senior Portfolio Manager, shares updates on employment, inflation, rate projections, and how equities and fixed income are responding.