11.30.2023
‘Tis the Season to Spend!
The holiday spending frenzy is well underway as some of the biggest shopping days of the year, including Black Friday…
This legislative update covers Congress’ continued negotiation of retirement legislation with the hope of finalizing Secure Act 2.0 early next year; as it stands, there are two legislative bills proposed by the House and Senate. We also review updates from the Department of Labor on a proposed rule entitled Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights that would allow plan participants to consider environmental, social, and governance (ESG) factors when selecting investments and exercising shareholder rights; recent cybersecurity guidance from the Department of Labor; an upcoming review and report by the Government Accountability Office for Congress on Target Date Funds; and 2022 contribution limits issued by the IRS.
Read > 4Q21 DC Legislative Update
11.30.2023
The holiday spending frenzy is well underway as some of the biggest shopping days of the year, including Black Friday…
11.16.2023
October proved tumultuous for investors as all major U.S. equity indices were negative and the CBOE VIX Index, which serves…
11.08.2023
Earlier this year, the regional banking crisis and eventual collapses of Silicon Valley Bank, Signature Bank, First Republic Bank, and…
11.01.2023
U.S. equities declined for the third consecutive month in October amid an environment of higher yields and underwhelming earnings reports…
10.13.2023
This video is a recording of a live webinar held on October 26 by Marquette’s research team, featuring in-depth analysis…
10.26.2023
Coming into 2023, investors were cautiously optimistic about 2023 market returns; cautious considering the broad losses across asset classes during…
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