Recent Progress Boosts Lifetime Income Latitude

Published on December 1, 2025

Despite the increasing need for retirement income security, many defined contribution (DC) plan sponsors hesitate to adopt new lifetime income solutions due to concerns over fiduciary liability and plan flexibility.

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The Muni Rally Shines Spotlight on These ETFs

December 1, 2025
Following a rocky start to the year, the municipal bond market has shown strong performance in Q3 2025, outperforming broader bond indexes due to factors like easing oversupply and growing demand.

Cheery Earnings, Leery Investors and an Optimistic Equity Outlook

December 1, 2025
U.S. stocks, as measured by the S&P 500 Index, are on pace for 14% growth in earnings for Q3 2025. This marks the fourth consecutive quarter of double-digit growth and comes in well ahead of analysts’ Sept. 30 estimates of 7%.