Interest in Collective Investment Trusts (CITs) continues to accelerate in the retirement plan market. When plan fiduciaries are constructing a plan investment menu there are several factors that should be considered. Examining things such as investment eligibility, availability of information, fiduciary considerations and ongoing monitoring and oversight are just a few of these factors.
March 25, 2022 — An important discipline in our investment work is portfolio risk management. This can mean adjusting position sizes of securities, adding portfolio hedges, or recognizing that the market is not appropriately pricing risks to the upside or downside. There is no question that economic risks have risen significantly in recent weeks, yet the S&P 500 is less than 6% below its all-time high.
Our Monthly Tip, as featured in Family Lawyer Magazine: The tax filing deadline is fast approaching. If you have been filing jointly with your ex-spouse, filing separately presents new challenges and mistakes can be costly.Here are important tips to keep in mind before you file your tax return this year:Evaluate your filing statusWhat was your marital status on December 31st? An individual’s tax filing status is used to determine several factors on the tax return, including the tax rate.