fbpx
 

Category Archives: Educational

Everything You Need to Know About a Managed Account Provider

Posted on by Holly

This entry was posted in Artesys, Educational, Investing, Plan Sponsor, Retirement. Bookmark the permalink.

In most cases, American workers look forward to the feeling of freedom that comes with retirement. They can finally spend more time with family, travel the world, learn new hobbies, move to a new city, or simply take it easy after decades of hard work. It’s what the “American Dream”…

Costco is slashing prices on everything … except their retirement plan (lawsuit alleges)

Costco Retirement Plan

Posted on by Holly

This entry was posted in Artesys, Curtis's Blogs, Educational, Plan Sponsor, Retirement. Bookmark the permalink.

Last month, a participant in the Costco 401k plan (which has roughly 170k+ participants and $15B Assets) filed a lawsuit against the company citing damages from ERISA violations. We read the almost 40-page class action complaint and wanted to break it down for our readers. The lawsuit alleges that Costco dropped…

Market Update: Going From a Steep Drop to a Speedy Recovery

stock manager previewing market

Posted on by Holly

This entry was posted in Curtis's Blogs, Educational, Investing. Bookmark the permalink.

They say hindsight is always 2020, but this year has been anything but clear. 2020 started off with all-time market highs, but in February stores closed their doors for the long quarantine. From mom-and-pop shops, hair salons, and restaurants to massive corporations, airliners, manufacturing plants, and retail stores. Few companies…

Spotify makes a sound investment

Posted on by Holly

This entry was posted in Artesys, Educational, Investing, Miscellaneous. Bookmark the permalink.

The Joe Rogan Podcast will be exclusively available on Spotify starting September 1st after reaching an agreement for upwards of $100M+. This is a very large pay day for Joe Rogan. Ted Gioia, musician and author, explains that another artist would have to drive 23 billion streams on Spotify to…

« Older Posts