Markets and economy
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Why have markets moved higher despite ongoing risks? Government spending, strong corporate earnings, and signs of economic resilience have helped.May 11, 2026 -
What is the national debt, and how does the deficit differ?
The federal government borrows money to pay its bills, and those loans get added to the national debt until they're paid off.May 8, 2026 -
April stock advance: Markets reflect resiliency
Despite the uncertainty surrounding the Iran war, the S&P 500 Index rose 10.49% in April. Learn what it may mean for market returns over the long run.May 4, 2026 -
Three takeaways from Kevin Warsh’s Fed Chair hearings
In his testimony to Congress, Kevin Warsh, Fed Chair nominee, emphasized the importance of its independence and appeared open to a more nuanced interpretation of inflation.April 27, 2026
Investments
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Why the momentum factor is well-positioned for today’s markets
Resilient economic growth, investor optimism, and forecasted accelerating corporate earnings may be a favorable backdrop for momentum investing.March 3, 2025 -
Broad market exposure at lower valuations and less concentration
Investors have been paying more for a narrow exposure that’s increasingly reliant on a small group of companies. Here’s a solution.February 3, 2025 -
Income ideas for challenging markets
Rate spikes, data surprises, and tariffs are creating uncertainty. Income seekers may want to consider floating rates and bank loans.February 3, 2025 -
Broaden a portfolio with equal weight
As stock performance starts to broaden across markets, equal weight is a way to broaden market participation in a portfolio.March 4, 2026
Research
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Winter 2026 DC Pulse Survey: Exploring participant views on AI and private markets
Our latest Defined Contribution Participant Pulse Survey gathered insights from more than 500 large-plan participants, focusing on two emerging areas: interest in private market investments and perspectives on using artificial intelligence for investing and financial decision-making.January 7, 2026 -
Spring 2025 Defined Contribution Participant Pulse Survey
We explored how participants think and feel about various aspects of their DC plans, including what keeps them up at night, drivers of investing and savings behavior, language preferences, and retirement income.May 19, 2025 -
2024 Defined Contribution Participant Pulse Survey
We explored how participants think and feel about various aspects of their DC plans, including what keeps them up at night, drivers of investing and savings behavior, language preferences, and retirement income.September 9, 2024
Legislative and regulatory
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The Supreme Court: “Major questions” and major decisions on the horizon
As Chief Justice John Roberts starts his 20th year in the court, the conservative 6-3 majority SCOTUS will make decisions with profound generational implications.November 24, 2025 -
Shutdown showdown: What are the options for re-opening the government?
How long will the government shutdown last, what off-ramps are available to reopen the government, and are permanent cuts to federal jobs in the cards?September 3, 2025 -
Washington Newsletter, Q3 2025
Our team’s latest newsletter explores the potential impacts of crypto regulations, tariffs, and “One Big Beautiful Bill.“August 22, 2025 -
Washington Newsletter, Q1
As midterm elections draw near, Republicans will be closely tied to two years of the president’s economic agenda while facing voter concerns on affordability.March 18, 2026
Defined contribution
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Diversifying beyond growth: The strategic role of large-cap value
Large-cap value investing for DC plans: diversify beyond mega caps with attractive valuations, inflation resilience, and long-term retirement outcomes.April 27, 2026 -
The Department of Labor’s Alternative Investments Proposed Rule
DOL proposes asset-neutral rule clarifying ERISA fiduciary prudence for 401(k) alternatives, offering a process-based safe harbor to reduce litigation risk.April 7, 2026 -
Roth accounts for retirement tax planning
Help clients optimize retirement taxes with Roth strategies, diversification tips, SECURE 2.0 insights, and guidance to boost long‑term savings outcomes.March 18, 2026 -
Winter 2026 DC Pulse Survey: Exploring participant views on AI and private markets
Our latest Defined Contribution Participant Pulse Survey gathered insights from more than 500 large-plan participants, focusing on two emerging areas: interest in private market investments and perspectives on using artificial intelligence for investing and financial decision-making.January 7, 2026