Osaic Exec Disputes Details of Multibillion-Dollar AmeriFlex Split

Published on July 2, 2025

Reports of a surprise $12 billion exodus are inaccurate, Osaic wealth exec Greg Cornick says.

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Two Measures of Inflation: May 2025

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Inflation remains a hot topic, directly impacting everything from your grocery bill to interest rates. As of May 2025, two key inflation gauges — the Personal Consumption Expenditures (PCE) Price Index and the Consumer Price Index (CPI) — show that prices are still above the Federal Reserve's 2% target, with the core PCE at 2.7% and core CPI at 2.8%.

401(k) Warning: Don't Confuse 'After-Tax' With Roth

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When a 401(k) account contains both pre- and after-tax dollars, the pro rata rule applies to distributions.