Although this is only the second iteration of my quarterly letter series, Marquette has always produced quarterly market narratives in…
This legislative update covers the Secure Act 2.0, provides an update on the Department of Labor’s enforcement of its final rules on ESG investments and proxy voting by employee benefit plans, reviews best practices for investment committees coming out of the disruptions caused by COVID, and examines growth and integration of Health Savings Accounts (HSAs) as offerings in defined contribution plans.
The last Friday in June brings a unique set of challenges for investors managing to the indices of FTSE Russell…
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