Eight Investment Must Reads for This Week (June 3, 2025)

Published on June 3, 2025

CBIZ took a look at how the One Big Beautiful Bill Act would impact alternative investments. A federal appeals court ruling might have long-term implications for inclusion of private market assets in retirement plans, according to Private Funds CFO. These are among the investment must reads we found this week for financial advisors.

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Why the S&P 500 Is Cruising Through Policy Upheaval

June 3, 2025
f you are wondering why the S&P 500 Index has held up so well in the past two months, look no further than the technology and communications sectors, which collectively account for nearly half of the index by weighting.

Are You Over-Educating and Losing the Sale?

June 3, 2025
Most advisor’s sales processes are based on informing and educating prospects. You have a discovery meeting. You have a free financial plan. Then you have another meeting to present the plan and educate your prospect about why it’s important to implement it to solve their challenges.