top of page
Search


Market Review 1Q 2020
The US economy was very strong during January and February with low inflation, historically low unemployment and slow but steady economic...

Bridgebay
Apr 10, 20205 min read


SECURE Act Allows for Annuities in 401(k) Plans
Section 204 of the SECURE Act allows for in-plan annuities. The Act created a “Fiduciary Safe Harbor Provision for the Selection of...

Nicholas Zaiko, CIMA
Mar 20, 20201 min read


Market Review 4Q 2019
U.S. fixed income results were positive across all sectors and durations in 2019, supported by falling yields, compressing credit...

Bridgebay
Jan 18, 20206 min read


The SECURE Act
The SECURE Act (Setting Every Community Up for Retirement Enhancement Act) signed on December 20, 2019 establishes several retirement...

Nicholas Zaiko, CIMA
Dec 28, 20195 min read


Market Review 3Q 2019
The quarter continued the onslaught of events and factors that challenged the markets. Fixed income was impacted by weak global economic...

Bridgebay
Oct 11, 20197 min read


Market Review 2Q 2019
The US economic expansion will become the longest in history by July 2019. Investors have begun to fear the risk of recession. Economic...

Bridgebay
Jul 19, 20196 min read


Market Review 1Q 2019
During 1Q2019 the markets recovered from the fear of recession, resolution of the government shutdown and benefited from the Fed’s pause...

Bridgebay
Apr 19, 20199 min read


Market Review 3Q 2018
US Economy During the quarter, there was solid economic growth data, a strong employment report, an increase in hourly earnings, and...

Bridgebay
Oct 19, 20187 min read


Changes to the S&P 500 Index
Effective September 24, 2018, S&P Dow Jones Indices and Global Industry Classification Standard (GICS) created a new sector for...

Nicholas Zaiko, CIMA
Sep 28, 20182 min read


Market Review 2Q 2018
The US economy is exhibiting late-cycle tendencies, including full employment, rising inflation, greater corporate leverage, and...

Bridgebay
Jul 20, 20186 min read


DOL Guidance on ESG Investments
Millennial Interest in ESG Investments A recent survey by Natixis found that 82% of plan participants want their investments to reflect...

Linda Ruiz-Zaiko
May 18, 20184 min read
Market Review 1Q 2018
The U.S. economy is continuing to grow slowly. It is now in the ninth year of an economic expansion. The economy has been moving very...

Bridgebay
Apr 20, 20185 min read


401(k) Plan Survey 2018 from PSCA Summary
The Plan Sponsor Council of America’s 60th Annual Survey of Profit Sharing and 401(k) Plans released on February 12, 2018 highlighted...

Nicholas Zaiko, CIMA
Mar 2, 20184 min read


Managed Accounts - Fiduciary Issues
The decision to use an advice provider or managed account provider involves fiduciary responsibility in the prudent selection,...

Nicholas Zaiko, CIMA
Feb 16, 20183 min read


Economic Review 2Q 2017
The US economy continues to grow at slow but steady pace. As of June, the expansion entered its ninth year, making it the third longest...

Bridgebay
Jul 14, 20176 min read


Economic Review 1Q 2017
US Economy Since the February, 2017 FOMC meeting the labor market continued to strengthen and economic activity continued to expand at...

Bridgebay
Apr 21, 20175 min read


Economic Review 4Q 2016
The U.S. economy is poised for stronger growth, higher corporate profits, improving wages, and inflation returning to normal levels. The...

Bridgebay
Jan 6, 20174 min read


Treasury’s Expertise: Mandatory for an IPO
By Nancy Mar, Ph.D., Linda Ruiz-Zaiko, Ivan Troufanov In 2015, data flash storage company Pure Storage decided to go public. But a...

Linda Ruiz-Zaiko
Jul 18, 20164 min read


Economic Review 2Q 2016
The economic data releases of personal consumption, auto sales, personal income, and home prices during May were generally positive. The...

Bridgebay
Jul 8, 20164 min read


Impact of the ‘Brexit’ on Global Markets
The impact of the Brexit vote on June 23, 2016 is expected to lead to weaker global growth and apply pressure on Central Banks to keep...

Nicholas Zaiko, CIMA
Jun 27, 20164 min read
bottom of page


