Author: Sam Rozzi, CFA

ESG Investing in ERISA Retirement Plans

While Environmental, Social and Governance (ESG) criteria investments that don’t sacrifice returns or hold greater investment risk are permitted in ERISA plans, a 2020 U.S. Department of Labor (DOL) rules modification established a higher bar for including ESG investments in a qualified plan and cast a cloud over ESG investment options.

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Stress Testing Financial Plans for Inflation

After years of monetary accommodation—and amid supply bottlenecks that may continue for years and outsized fiscal spending—inflation may become a more persistent feature of a future economic landscape than the transitory phenomenon the Federal Reserve (the Fed) continues to maintain it will be. It’s difficult to say where inflation may go from here, but it may be wise to begin assessing what it means for your clients’ financial plans and investment strategies.

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