Blog

In celebration of Financial Literacy Month, our partners over at Questis, Inc have put together 7 easy steps that aim to improve your Financial Wellness. Most of us want to be in better shape financially, but with so much personal finance advice out there, figuring out where to start can be challenging.

Deceleration of 2018 GDP growth in several major economies and further slowing expected has prompted economists to raise their probabilities of recession across key global regions.

SUPPLY AND DEMAND - While U.S. fiscal policymakers have unfortunately seen to it that U.S. Treasury supply continues to rise, Treasury security prices have remained elevated (yields depressed).  Granted, Fed policy has recently influenced market yields, but we surmise that the relative attractiveness of U.S. yields has also played a part in maintaining demand. 

28-HUNDRED WATCH – At HB Retirement, we spend time not only assessing the moving parts of the global economy, but also studying technical asset price trends.  The benefit of that is price trend can change materially given little or no change in the global economy…and price trend can potentially foretell an eventual change in fundamentals.  What has been notable to us is t

In a recent article published by 401k Specialist, author Brian Anderson discusses the rising interest in education benefits as college debt continues to impede workers’ ability to reach financial goals.

TOOL FOR THE TOOLBOX - In the interest of regularly scanning fundamental, technical, and sentiment data to help assess the condition of financial markets, we often turn to the McClellan Oscillator for some insight. Typically, this indicator is reliable in its identification of bullish and bearish extremes in equities. Often the extremes can be followed by sharp reversals.

Much of the early-2019 talk has been about Fed policy, walls on the southern border, and the New England Patriots, but what may get more attention as we step toward the end of Q1 could be the trajectory of corporate earnings.  While 2019 consensus earnings-per-share estimates have been coming down, one may argue that they could have farther to fall.  Why? 

The Plan Sponsor Council of America recently released its 60th Annual Survey of Profit-Sharing and 401(k) Plans, documenting increases in participation, deferral rates, target-date funds, automatic enrollment and advisor hiring, among other key trends.

Here are five key trends highlighted in the survey that you may have missed.

One year down, with a whole new one on the horizon. That means it’s time to dust off the ol’ crystal ball and share some predictions for wellness in the year to come.

As with other NAPA Net industry lists (Top DC Wholesalers, Top Retirement Plan Advisors Under 40), we began by asking NAPA Firm Partners to nominate candidates for this recognition.