Unique tax-reporting rules apply when you make noncash charitable contributions of $5,000 or more. Here are some tips to help you avoid the most common mistakes.

What's in store for 2020? Our CIO, Ben Pace shares his insights about the probability of a recession, the Fed's position on interest rates, our views on the global markets and more.

What could 2020 bring for investors? More record growth? A recession? Something in between? Our investment team shares their thoughts in our 2020 Economic & Investment Outlook.

What drove the markets in Q4? Trade talks, monetary ease and continued economic growth.

After a stellar performance in 2019, equity returns should be more muted, but comfortably positive in 2020 thanks to continued earnings growth. Get more insights in our January Outlook.

Amid the ongoing trade dispute, businesses appear hesitant to invest in long-term capital projects. This reluctance is holding the U.S. economy back from reaching its 2.5%-3% GDP growth potential. Get more insights in our December Monthly Outlook.

2018 tax returns delivered some unexpected - and often negative - outcomes. To help mitigate your tax liability in 2019 (and beyond), here are 5 tax-planning opportunities from Steve Walker based on lessons learned.

Positive earnings growth, coupled with low interest rates, may help sustain the bull market through year-end and into 2020.

Have you explored possible exit options for your business? If not, now may be a good time start. Brett Dearing explains why in his Q3 M&A Market Commentary.

Partner Constantine Mulligan explains how simplified investment lineups can lead to sound participant decisions. This article was originally written for PSCA’s investment committee and published in the Fall 2019 issue of PSCA’s Defined Contribution Insights.

Paul Sommerstad highlights key changes to 401(k) and 403(b) hardship withdrawals to help plan sponsors evaluate their existing plan provisions.

Fourth quarter is off to a bumpy start. CIO Ben Pace shares his perspective on the recent downturn.

It was not a relaxing summer for global stock and bond markets. Check out our Q3 Market Commentary to learn why.

An awakening housing market could boost a slow but steady U.S. economy. Get more insights in our October Market Outlook

Do you have a plan committee? Do you take meeting minutes? These are just two ways Neal Smith says plan sponsors can strengthen their governance process.

Consumer wallets remain open despite escalating trade tensions with China—a positive sign for continued economic growth. Get more insights in our September Market Outlook.

The curve between the 10- and 2-year Treasury inverted for the first time in more than a decade, sparking recession concerns. Ben Pace provides an alternative viewpoint.

In response to today’s market volatility due to the change in Chinese currency against the dollar, Ben Pace provides his thoughts on the escalation of the trade war and the impacts on the markets.

Yesterday’s interest rate cut marks the Fed’s official transition to monetary easing.  What does this mean for the long term? CIO Ben Pace shares his perspective.

Monetary easing. Slow growth. Trade conflicts. The themes dominating 2019 continue. Get more insights in our August Market Outlook.

The current bull market is the longest in history. But is it the strongest? Tom Cohn shares his perspective in our latest investment commentary.