DC Insight Archive

The Buffett Indicator

By Mike Paolucci | December 17, 2024
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Cost of Living Adjustments 2025

By Rich Swanner, CPFA, QKA | November 14, 2024
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The Elusive 5%: Is It Making a Comeback?

By Kyle McNamara, CFA, CEBS | October 15, 2024
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Secure Act 2.0 Student Loan Match – Lightening the Student Debt Load to SECURE a Better Retirement

By Highland | June 19, 2024
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Happy 5/29 Day!

By Cole Moench, CFA, CAIA | May 29, 2024
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Forecasting Equity Returns – What Can I Count On in 2024? Part Three: Smoke and Mirrors Day – A Celebration of Small Caps, Global Funds and Emerging Markets

By Mark Baker, CFA, ASA | May 1, 2024
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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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Auld Lang Syne: Some Things Remain the Same (including Retirement Plan Committee Best Practices)

By Highland | December 12, 2023
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Inevitabilities: Death, Taxes…and Audits?

By Rich Swanner, CPFA, QKA | September 19, 2023
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Come Together: Nonprofits Pool Plans

By Mike Grater, CFA, CPA | August 24, 2023
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Fiduciary Training: Put Fear to Rest

By Rich Swanner, CPFA, QKA | June 2, 2023
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