Excess fee lawsuits are down for plan fiduciaries, but new forfeiture use lawsuits are on the rise. Being sued because your employees are dissatisfied with...
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Fiduciary Risk Management for Retirement Plan Sponsors
Mar 27, 2024
10 Min Read
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U.S. Economic Update: Fed Holds Rates Steady, Reiterates Being Patient
Last week the biggest news item was the meeting of the Federal Reserve FOMC and Chairman Powell's press conference. In a widely expected move, the...
Mar 26, 2024
6 Min Read
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U.S. Economic Update: The Fed’s Case for Keeping Rates Higher Longer
Awaiting a Sustainable Sign of Inflation Cooldown As the Federal Reserve prepares to meet on March 20th, all eyes are on their economic projections and...
Mar 18, 2024
6 Min Read
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U.S. Economic Update: Inflation, Employment and the Fed’s Next Move
Fed's Expectations for Rate Cuts Hinge on Inflation Decline Chairman Powell addressed Congress noting stronger than expected economic growth and inflation decline. If declines in...
Mar 11, 2024
7 Min Read
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U.S. Economic Update: Inflation Moderates, Growth Continues
Coming into the Week of March 4th, Economic Data Is Positive In our last economic update, we mentioned how the fourth week of February had...
Mar 4, 2024
7 Min Read
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Economic Update: Light Data Points to Ongoing Growth
Housing Shows Signs of Improvement But Affordability Issues Remain There were only two major economic data releases last week. We begin with Existing Home sales...
Feb 26, 2024
7 Min Read
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Economic Update: Mixed Data Brings into Question Both Rate Cuts & Economic Growth
Consumer Price Index and Producer Price Index Show Mixed Signals on Inflation Last week brought several economic data releases that showed conflicting signals about inflation...
Feb 19, 2024
6 Min Read
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Maximizing Retirement Benefits: What SECURE Act 2.0 Updates Mean for Your Workforce
The new year is ushering in some sweeping changes to employer-sponsored retirement plans that may have flown under the radar for many businesses. Which is...
Feb 16, 2024
8 Min Read
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Economic Update: Activity Picks Up Amidst Light Data
Overview Last week, the ISM Services number came out at 53.4 which was above the consensus estimate of 52. Recall readings above 50 indicate expansion,...
Feb 12, 2024
7 Min Read
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The Secure Act 2.0 in 2024: Significant Retirement Saving Opportunities for Individuals
A new year typically necessitates adjustments to IRS savings and distribution thresholds, and so REDW’s trusted wealth management advisors Principal Robert Elzholz, CFP®, CRPC®, AIF®,...
Feb 5, 2024
12 Min Read
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Economic Update: Federal Reserve Holds Steady Amid Solid Economic Data
Job Growth Exceeds Expectations Last week the Federal Open Market Committee (FOMC) met and left interest rates unchanged. In their statement, they reiterated that while...
Feb 5, 2024
4 Min Read
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Election Year Economics: 2024 Financial Planning for Tribes
Insight in Indian Country Podcast Trusted Expertise to Serve Tribal Nations What exactly is a "soft landing" in the economy? This episode, REDW National Tribal Practice Leader Wes...
Feb 2, 2024
6 Min Read
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Financial Planning for Tribes in 2024
Navigating Changing Economic Tides Moving into 2024, business leaders for tribal entities need to consider how borrowing, lending, and investing funds; purchasing and selling business...
Jan 29, 2024
9 Min Read
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2023: A Year in Review
Last Year's Headlines This time last year, we wrote about a number of topics that were top of mind for investors heading into 2023: the...
Jan 29, 2024
16 Min Read
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Economic Updates Point to Possible Soft Landing But Risks Remain
GDP Report Shows Solid Growth Coming into the week of January 29th, the latest look at Gross Domestic Product (GDP) showed quite positive at an...
Jan 29, 2024
6 Min Read
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Economic Update: Retail Sales Strengthen While Housing Weakens
Retail Sales Coming into the week of January 22nd, we begin our economic update with retail sales which increased both month-over-month and year-over-year. The year-over-year...
Jan 22, 2024
6 Min Read
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Economic Update: Inflation, Earnings, and What the Future Holds
CPI Shows Persistent Inflation Last week the Consumer Price Index (CPI) was the biggest economic release. CPI headline inflation increased for the month and also...
Jan 16, 2024
4 Min Read
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Wealth Bytes: ISM Weakens, While Payrolls Are Average
Perhaps the biggest surprise of 2023 was the strength of the U.S. economy. Not only did we avoid a recession, but we had solid headline...
Jan 8, 2024
5 Min Read
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Wealth Bytes: A rocky start for 2024, but with encouraging inflation data
Last week we received a number of important economic data points, with the PCE (a measure of inflation) being perhaps the most important. In their...
Dec 28, 2023
8 Min Read
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Wealth Bytes: Fed Expects Rate Cuts in 2024, But Inflation Still Poses Risks
Fed Holds Rates Steady For Now The Federal Reserve Open Market Committee (FOMC) met last week for their final meeting of 2023. They held rates...
Dec 18, 2023
8 Min Read
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Wealth Bytes: Moderating Job Growth Sets Stage for Fed Meeting
Coming into the week of December 11, the biggest economic news is the jobs report showing payroll growth increasing to 199,000 from November's reading of...
Dec 11, 2023
5 Min Read
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Wealth Bytes: Progress on inflation, but soft landing not yet assured.
Last week brought several key economic data releases, with the PCE price index, the Fed's preferred inflation measure, being one of the most notable. The...
Dec 4, 2023
6 Min Read
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Wealth Bytes: Economic Growth Slowing As Fed Stays the Course
Higher for Longer Remains Base Case We begin with the release of Fed's minutes from their last meeting. Members of the Federal Open Market Committee...
Nov 27, 2023
5 Min Read