ReCAPs & Insight

Highland ReCAP

A Review of Capital Markets

March 2024

By Highland | April 1, 2024
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February 2024

By Highland | March 1, 2024
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January 2024

By Highland | February 2, 2024
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ReCAPs Archive

DC Insight

Forecasting Equity Returns – What Can I Count On in 2024? Part Two: What are the Pieces of the Pie? (And Is Your Pie Getting Smaller?)

By Mark Baker, CFA, ASA | April 2, 2024
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The 401(k) Forfeiture Kerfuffle and What it Means for 401(k) Plan Sponsors

By Rich Swanner, CPFA, QKA | March 28, 2024
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Forecasting Equity Returns – What Can I Count On in 2024? Part One: Normalized Distribution – Ring a Bell (Curve)?

By Mark Baker, CFA, ASA | March 20, 2024
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DC Insight Archive

DB Insight

The Power of the PENsion: Am I a Plan Fiduciary? What Does That Mean?

By Mike Paolucci | April 24, 2024
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SVB – A Year After the Bank’s Collapse

By Mike Paolucci | March 5, 2024
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Power of the PENsion: Two-Faced January – Looking Back to Look Ahead at Capital Markets

By Jackie Werner | February 1, 2024
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DB Insight Archive

Family Wealth Insight

Operation London Bridge – What’s Your Plan?

By Randy Fairfax, CFP | January 18, 2024
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Avoid A Knockout

By Randy Fairfax, CFP | October 17, 2023
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The Mirror of Erised

By Randy Fairfax, CFP | June 20, 2023
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Family Wealth Insight Archive

F & E Insight

Forecasting Equity Returns – What Can I Count On in 2024? Part Two: What are the Pieces of the Pie? (And Is Your Pie Getting Smaller?)

By Mark Baker, CFA, ASA | April 2, 2024
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Forecasting Equity Returns – What Can I Count On in 2024? Part One: Normalized Distribution – Ring a Bell (Curve)?

By Mark Baker, CFA, ASA | March 20, 2024
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Come Together: Nonprofits Pool Plans

By Mike Grater, CFA, CPA | August 24, 2023
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F & E Insight Archive