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Topics discussed in this quarter’s commentary are:
The first quarter commentary offers a more in-depth discussion about the economy and investment in general. Our full report can be accessed here.
What Advisors Need to Know About Personalized Target Date Funds https://www.napa-net.org/news/2026/5/what-advisors-need-to-know-about-personalized-target-date-funds/ Philip Chao Founder and CIO Nexus338 Creator of iGPS, a personalized target date solution for defined...
https://nexus338.com/wp-content/uploads/Trump-IRA-Fact-Sheet-2026-04-30.pdf
Summary: Recent indicators suggest that economic activity has been expanding at a sold pace. (No Change) Job gains have remained low, on average, and unemployment rate has been little changed in recent months. (Change) The Committee seeks to achieve maximum employment...
Dual Mandate Affirmation The U.S. economy has been expanding at a solid pace. While job gains have remained low, the unemployment rate has been little changed in recent months. Inflation has moved up and is elevated, in part reflecting the recent increase in global...
Objective To alleviate certain regulatory burdens and litigation risk that interfere with the ability of American workers to achieve, through their retirement accounts, the competitive returns and asset diversification necessary to secure a dignified and comfortable...