Highlights

August 25, 2025

Planning for the Inevitable

During the first eighteen years of my life, I lived in Rockville, Maryland, with my family. After living in Delaware for some time, I returned to the area with my fiancée. Regardless of where I live, I have always maintained close emotional ties with my parents.

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August 25, 2025

How Do You Manage Your Retirement Plan?

Providing education for retirement plan participants is not the easiest task. For one, most people don’t want to be lectured about the inner workings of their 401(k) plan. When we present to participant groups, we often look out onto folks that seem distracted, worried, weary, or just overwhelmed. And while what we are saying is important, it feels like we are speaking a foreign language for most people.

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News & Insights

August 25, 2025

Lessons from a Market High

When things are going really well, be sure to notice it.  The S&P 500 has set 18 new closing highs this year.1 While the stock market historically delivers positive returns over the long term, no one can guarantee that the stock market will continue to rise.

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August 25, 2025

What Happened to ESG?

ESG (Environmental, Social, and Governance) investing experienced a surge in popularity, particularly during the COVID-19 pandemic, with inflows peaking in 2021. This growth was driven by increasing awareness of climate change and evolving corporate priorities, according to Investopedia.1

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