50% of retirees left the workforce earlier than planned.*

*2015 Retirement Confidence Survey, EBRI

Only 48% of Americans know how much money to save for retirement.*

*2015 Retirement Confidence Survey, EBRI

57% of U.S. workers have saved less than $25,000 for retirement.*

*2015 Retirement Conference Survey, EBRI

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Happening Now

How’s it Going? Depends on Who You Ask | Weekly Market Commentary | May 20, 2024

How’s it Going? Depends on Who You Ask | Weekly Market Commentary | May 20, 2024

Since millions of homeowners refinanced mortgages to extremely low rates a few years ago, the economy is less sensitive to interest rate policy. In fact, the Jackson Hole Economic Policy Symposium sponsored by the Kansas City Federal Reserve in August will debate the effectiveness and transmission of monetary policy because of these post-COVID-19 dynamics, likely revealing important investment implications. 

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