July 2023 Newsletter
Connection to Future Self Is Key to Retirement Readiness
The relationship we forge with our future selves can greatly impact financial decision making in the present...
Beyond the Benchmark: Uncovering Additional Value in RFPs
When conducting three- to five-year live-bids, it can be tempting to hyper-focus on fees. After all, benchmarking is often a primary reason for performing an RFP...
SEC Unveils “Swing Pricing” Proposal for Open-End Funds
The outbreak of COVID-19 in 2020 instilled a sense of financial fear in market participants. How are humans inherently hardwired to respond to threat? Panic...