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May Market Commentary
“Oh my mama told me there'll be days like this...”- Days Like This by Van Morrison (1995) There is an old saying, “in like a lion, out like a lamb.” It is usually associated with the variability of spring time weather but in the case of April’s investment markets, it may take on a new meaning. April started like a...
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Auto Enrollment Overview
We know how busy everyday life can be, and that’s why we’re here to make saving for your future easier. With...
Investing at Every Age
How to Invest at Every Age Investing is often seen as a tool reserved for the financially savvy or the wealthy elite....
3 Retirement Planning Tips for a Secure Future
Retirement planning is a crucial (and unavoidable) process that will require you to spend some time analyzing your...
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Solving Retention with Smart Retirement Strategy: How Andrews ISD Achieved 94% Participation
School districts across Texas continue to grapple with the growing challenge of retaining qualified educators and...
April Market Commentary
“This world keeps spinning / And with each new day / I can feel a change in everything”“Well, it all keeps spinning,...
March Market Commentary: Tariffs, Inflation, and Taxes… Where’s the Balance?
Tariffs, Inflation, and Taxes: Where's the Balance? February Recap and March Outlook The new administration’s priority...
February Market Commentary: A New Administration Gets Down to Business
A New Administration Gets Down to Business January Recap and February Outlook January seemed to go on forever, as the...
The Social Security Fairness Act, HR 82
Signed into law January 5, 2025 This law repeals the Windfall Elimination Provision (WEP) and Government Pension...
January Market Commentary: Seems Like Old Times?
Seems Like Old Times? December Recap and January Outlook The inauguration of only the second U.S. president to win two...
December Market Commentary: A New Regime Comes Into Focus
A New Regime Comes Into Focus November Recap and December Outlook The transition to a new administration is underway...
Auto Enrollment Overview
We know how busy everyday life can be, and that’s why we’re here to make saving for your future easier. With...
November Market Commentary: A Historic Election Removes Some Uncertainty
A Historic Election Removes Some Uncertainty October Recap and November Outlook An election season with several twists...