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March 23, 2026
Markets in a Minute - Terms From the 70s
Week Ending March 20th; The Federal Reserve left interest rates unchanged as inflation risk continue to increase. Markets sold-off as interest rates climbed…
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March 16, 2026
Markets in a Minute - Crude Awakening
Week Ending March 13th; Oil Futures continued to climb while Markets declined meaningfully. Inflation expectations remain in flux.
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March 15, 2026
Navigating the Fog: A.I. and the Industrial Renaissance
One is unable to get through a day without some news on how disruptive A.I. or Artificial Intelligence is to a company's products. Will A.I. be additive to…
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March 11, 2026
March 2026 Retirement Times
The March edition of the Retirement Times is here.This month's issue covers how plan sponsors are…
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March 9, 2026
Markets in a Minute - Back to the Middle
Week Ending March 6th; Initial strikes with Iran took major Indices lower and energy prices higher, all while the labor market continues to weaken. What are…
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February 28, 2026
Iran Conflict and Potential Equity Market Impact
On Saturday morning many awakened to the news that the U.S. had reached an impasse with Iran in recent nuclear weapons negotiations and both the U.S. and…
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February 24, 2026
Three Retirement Truths Every Business Leader Should Understand
Recently, Rachele Wolf, CPFA, was named to the 2025 Top Women of Excellence list by the National…
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February 23, 2026
Markets in a Minute - Liberation Day?
Week Ending February 20th
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February 23, 2026
Rachele Wolf Named to NAPA's 2025 Top Women of Excellence List for Third Time
FOR IMMEDIATE RELEASECINCINNATI, OH — Rachele Wolf, CPFA, Senior Vice President and Retirement…
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February 20, 2026
February 2026 Retirement Times
In the February edition of the Retirement Times, we explore the policy, participant, and behavioral…
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February 16, 2026
A.I. Stocks Succumb to Selling Pressure
Some of the leading Artificial Intelligence related stocks have encountered turbulence since the fourth quarter of last year. Sparking the pullback seems…
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February 15, 2026
Fiduciary Hot Topics Q1 2026
A recent federal court decision involving the Caesars 401(k) plan shows how a careful process for…
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