PLANSPONSOR: Giving Employees the Financial Wellness Help They Want
A Franklin Templeton survey found that while workers today place nearly equal importance on mental (81%), physical (80%) and financial (76%) health, they feel least in control of their financial health (55%) as compared to physical (62%) and mental (58%) health.
5 Tips for Raising a Financially Literate Kid
Summer break is a great time to begin adding age-appropriate chores to your children’s schedules and, more importantly, to introduce them to some basics around how to earn, save and spend their hard-earned dollars.
Q2 Quarterly Client Update
Essentially treading water for the first half of the quarter, markets found their footing and finished positive across every major asset class. Continued vaccination success, massive amounts of fiscal and monetary stimulus, solid economic activity, and earnings acceleration all contributed to the investor optimism that witnessed the S&P 500 deliver positive quarterly results for the fifth consecutive quarter, which is the longest consecutive streak since the nine-quarter stretch that ended in 2017.