Blog - Page 5 of 15 - Planmark Financial Group

13

Feb2017

Weekly Market Commentary – How much is the word ‘phenomenal’ worth?

February 13, 2017 / Weekly Commentary

The Markets What’s the word ‘phenomenal’ worth? It all depends on who says it. Barron’s shared Wilshire Associates’ calculations which indicated the word was worth about $175 billion – the amount markets gained last Thursday – when President Trump used it to describe the tax plan his ... Read More

09

Feb2017

RMD and 5% owners

February 9, 2017 / Plan Insights

The Pension consultants at Planmark regularly receive calls on a broad array of technical topics related to qualified retirement plans. A recent call with a plan sponsor in Alpharetta is a commonly asked question about Plan Audits. The plan sponsor asked: In a previous PlanINSIGHT that I saw on your website ... Read More

06

Feb2017

Weekly Market Commentary – DOW and Presidential orders || Does College Open Doors?

February 6, 2017 / Weekly Commentary

The Markets U.S. stock markets were unsettled last week. President Trump's executive order banning travel from seven predominantly Muslim countries to the United States for 90 days, in tandem with some disappointing earnings reports, inspired turmoil and uncertainty that helped push U.S. stock markets lower early in ... Read More

30

Jan2017

Weekly Market Commentary – Historic moment for Markets

January 30, 2017 / Weekly Commentary

The Markets An historic moment for U.S. stock markets… The Dow Jones Industrial Average surpassed 20,000 last week. Barron’s cautioned investors not to make too much of the milestone since, “There are only 30 stocks in the index so each one carries a lot of weight.” Regardless of ... Read More

26

Jan2017

Delivery of Plan Participant Notices

January 26, 2017 / Plan Insights

The Pension consultants at Planmark regularly receive calls on a broad array of technical topics related to qualified retirement plans. A recent call with a plan sponsor in Atlanta is a commonly asked question about delivering participant notices. The plan sponsor asked: “These rules about electronic delivery of 401(k) plan notices ... Read More

23

Jan2017

Weekly Market Commentary – Have we seen the end of the Trump stock market rally?

January 23, 2017 / Weekly Commentary

The Markets Markets weren’t quite sure which direction to move last week. The Trump rally, which lost some steam, gained momentum early in the week. The Standard & Poor’s 500 Index finished January 19, the day before the inauguration, with its biggest election-to-inauguration gain since Bill Clinton ... Read More

16

Jan2017

Weekly Market Commentary – Post-election adrenaline rush over? And Big Mac Index

January 16, 2017 / Weekly Commentary

The Markets Around the world in a few paragraphs… The post-election adrenaline rush may be over in the United States. Barron’s reported: “The new year began with high hopes, with the bulls expecting the rally that began with Donald J. Trump’s election victory to continue into 2017, while ... Read More

12

Jan2017

ERISA Fidelity bond vs Fiduciary Liability Insurance

January 12, 2017 / Plan Insights

The Pension consultants at Planmark regularly receive calls on a broad array of technical topics related to qualified retirement plans. A recent call with a plan sponsor in Woodstock is a commonly asked question about fiduciary liability and fidelity bonds. The plan sponsor asked: “Is fiduciary liability insurance the same thing ... Read More

09

Jan2017

Weekly Market Commentary – …and they’re off!

January 9, 2017 / Weekly Commentary

The Markets …And, they’re off! Bullish sentiment helped world equity markets get off to a fast start last week. Just name a country or region – developed markets, emerging markets, the United States, Latin America, Asia, Europe, the United Kingdom – and it’s likely the area’s benchmark ... Read More

03

Jan2017

Weekly Market Commentary – What a difference a year makes!

January 3, 2017 / Weekly Commentary

The Markets What a difference a year makes! At the start of 2016, investors were rather pessimistic and risk averse, preferring bonds to stocks. By the end of the year, they were quite optimistic and preferred stocks to bonds. In between, markets traveled a bumpy road. During ... Read More