VIDEO: 4 Ways Employers Evaluate 401(k) Costs

July 1, 2024

Are you leveraging the right strategies to review, assess, and optimize your retirement plan costs?

Written by Victor Hicks

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Global Market Commentary July 2024

Global stocks, as measured by the MSCI All Country World Index (ACWI), continued their 2024 gains and new closing highs (nine in July and 39 YTD) before finishing a volatile month up 1.61%. ACWI closed at an all-time high on July 17th which saw MTD returns as high as up 3.71% intramonth.

What Is Dollar Cost Averaging – and Should You Be Doing It?

Sometimes I get a question from multiple clients in a short period, suggesting to me that it’s on people’s minds.
Lately, I feel like I’ve been answering a lot of questions about something called “dollar-cost averaging” — from clients and even from Barron’s.