Insights
We are pleased to present our Newsletter geared exclusively to Alabama’s Community Banks. Our goal is to provide monthly updates on Community Bank M&A, industry issues and our local economy. We hope you find it useful. Please click the link for a 2 minute read summarizing...
Many people save for retirement in a defined-contribution retirement plan (like a 401k) or an individual retirement account (traditional or Roth IRA). It is important to designate beneficiaries for accounts. The forms, often seemingly simple to fill out, have hidden complexity. You are likely to encounter...
In our recent investment commentary, we highlighted research regarding plan design and plan participants. The research clearly highlights the effects that plan design can have on plan participants and retirement outcomes. While the study largely confirms that automatic enrollment has a strong effect on participant...
Our Municipal Market Update is data-driven, one page sheet that is intended to give you an overview of key interest rates – floating as well as the credit spreads of key local and state entities with data as of October 31, 2021. It is written for those...
Our Municipal Market Update is data-driven, one page sheet that is intended to give you an overview of key interest rates – floating as well as the credit spreads of key local and state entities with data as of September 30, 2021. It is written for...
