, January 11, 2026
, January 11, 2026
Nov 25, 2025
The S&P 500 is less diversified than many assume, with the “Magnificent Seven” now making up about one-third of the index. This concentration increases risk and volatility, affecting diversification and planning assumptions for fiduciaries and retirees....
Nov 23, 2025
Markets appear “frothy,” with high valuations and optimism. Fiduciaries should prepare for potential lower returns and higher volatility by stress-testing plans, ensuring liquidity, and considering diversification....