Current Thinking

Straight Talk About Investments and Financial Markets

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  The Growing Use of Collective Investment Trusts in Retirement Plans

  • June 19, 2017
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  US Tax Reform and Retirement Savings – Should the Two be Related

  • May 23, 2017
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  The Role of the Federal Reserve in Retirement Investing

  • April 26, 2017
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  The Transforming of Investment Styles: How Passive Investing Is Becoming the Investor’s “Default”

  • March 29, 2017
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  Financial Markets and the Economy: 5 Things to Look for in 2017

  • January 17, 2017
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  The Relationship Between Stocks and Bonds-Is It Changing?

  • January 3, 2017
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  Pros and Cons of Closed-End Funds

  • December 13, 2016
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  Investing- New York Stock Exchange (NYSE) and NASDAQ

  • December 1, 2016
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  Can Pension Plans Help the Economy?

  • October 17, 2016
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  Gauging the Impact of a Fed Rate Hike on Stocks

  • September 20, 2016
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  Managing Money Market Reform

  • August 30, 2016
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  How Do United States Financial Markets React to Global Political Crises-The Brexit Vote

  • August 16, 2016