Deals & People January 16th, 2024 Crossmark’s Doll Named CEO, Keeping CIO Role Bob Doll, known for his annual market predictions, is adding the CEO and president roles to his position as Mike...
Client Service January 3rd, 2024 Crossmark’s Doll Projects Long-Predicted Recession to Materialize in 2024 Market forecaster Bob Doll believes a shallow recession is due, given lagging effects of monetary tightening.
Client Service December 19th, 2023 Doll Scores 50/50 on 2023 Predictions The market prognosticator said the predictions for 2023 were among his ‘worst years,’ after a widely predicted recession did not...
Data & Research January 23rd, 2023 Reconsidering Target-Date Funds After a Rocky 2022 Advisers and plan sponsors should consider both use and education around target-date funds after 2022 declines, according to new research...
The Markets January 3rd, 2023 Doll Forecasts A ‘Shallow’ Recession in 2023 Market guru Bob Doll of Crossmark believes a mild recession is imminent due to the Fed’s continued monetary tightening to...
The Markets December 23rd, 2022 Market Nostradamus Doll Goes 7.5 for 10 in 2022 Predictions The Crossmark investment leader’s self-evaluation turned up a passing grade for a rocky, and historic, 2022 in the markets.
The Markets November 7th, 2022 401(k) Trading Sees Another Light Month in October Investors favored moving assets into fixed income funds during 18 out of 21 trading days.
The Markets October 12th, 2022 September 401(k) Trading at its Lowest Point Since March 2020 The latest data from Alight Solutions show all but two trading days saw net trades moved from equities to fixed...
The Markets September 7th, 2022 401(k) Trading in August Reflects 2nd Lowest Month in History Traders favored equities in the beginning of the month as stocks were gaining, but they preferred fixed-income funds in the...
The Markets August 30th, 2022 401(k) Balances Reflect Volatile Period for Markets According to a Charles Schwab report, average balances across all self-directed brokerage accounts finished 15% lower than the first quarter.
The Markets August 29th, 2022 Experts Offer Economic, Inflation Insights as Fed Wraps Key Meeting There are some encouraging signs to suggest inflation may be slowing, but experts warn investors may get ahead of themselves...
The Markets August 9th, 2022 Light 401(k) Trades in July Even as Wall Street Posts Strong Month The latest data from Alight Solutions shows there were no above-normal trading days.
The Markets July 13th, 2022 401(k) Investors Had an Active Trading Month in June The latest data from Alight Solutions shows five above-normal trading days in June.
The Markets June 17th, 2022 Volatility, Inflation and Stagflation Concerns in Context To understand what may come next during a turbulent period in the markets and the global economy, experts consider the...
The Markets June 3rd, 2022 401(k) Investors Still Cautious in Volatile Market Investors remain wary of the equity market’s volatility, as no trading days in May exceeded three times the average.
The Markets May 9th, 2022 401(k) Investors Display Poise as the Market Struggles Investors limit reactionary trades despite equity markets posting their worst month in two years.
The Markets May 6th, 2022 Big Market Swings Always Raise Big Questions April was a hard month for the markets, and the beginning of May has been even more brutal, but investment experts still see room for tempered optimism about...
The Markets April 14th, 2022 Welcome to the Rising Rate Environment In the face of sustained inflation and the Federal Reserve’s push to boost interest rates, asset managers and advisers are...
The Markets April 5th, 2022 401(k) Trading High in the First Quarter The first quarter was busy for investors despite March’s market rally.
The Markets March 8th, 2022 401(k) Index Underscores Investor Jitters Facing some jarring geopolitical events, 401(k) investors reacted with above-normal trading activity during February.