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Click here for our investment monitoring report for the 4th quarter of 2024.
Topics discussed in this quarter's commentary are: Fed Chair Warsh Regime Change The Global Economy The U.S. Iran Negotiation Stock Market Resilience Index Performance The second quarter commentary offers a more in-depth discussion about the economy and investment in...
Summary: Kevin Walsh presided over his first Federal Open Market Committee meeting as the Chairman, succeeding the immediate pass chairman, Jerome Powell, who remains as a governor on the Committee. At Chair Walsh’s April 21, 2026, Senate Banking Committee...
New Chairmanship & New Initiatives At any institution, a change in leadership is a natural and timely opportunity to reaffirm its mission, to review current practices, and to consider whether those practices best meet our objectives. The Committee will be working...
Retirement Industry Eyes QDIA Personalization–With Caution[i] On June 3, 2026, PlanSponsor published an article summarizing the "QDIA Evolution" session at the 2026 PLANSPONSOR National Conference in Nashville, Tennessee. Panelists Brian Miller (Vanguard), John Doyle...
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...