Uncertainty Creates Volatility…and we’re in for more than a fair share
Federal Reserve Chairman Bernanke can’t say anything right these days. The Fed’s attempt to communicate their QE3 exit strategy led to a market overreaction, which eventually normalized but not without sparking new fear in investors. To provide context, the Federal Reserve has been purchasing $40 billion per month of agency mortgage-backed securities and $45 billion […]
U.S. Supreme Court Decisions on Same-Sex Marriages Impact Employee Benefits
Given the recent Supreme Court rulings regarding same-sex marriages, Castle Rock Investment Company wanted to shed some light on the impact it will have employee benefits. So, we turned to the experts. Thank you to Brownstein Hyatt Farber Schreck, LLP for the informative information below: On June 26, 2013, the U.S. Supreme Court (the “Court”) […]
Water Cooler Wisdom – First Quarter 2013
Click the link below to read our musings on the economy for fodder at your next water cooler conversation. Read About Current Market Conditions For more information, please contact Michele Suriano at 303-725-7086.
2013 Compliance Calendar
We realize that the onset of a new year means many deadlines for our industry. To help you, Castle Rock Investment Company has compiled a compliance calendar to help you keep track of all of the important 2012 compliance dates! Click Here to View the 2013 Compliance Calendar For more information, please contact us at […]
Water Cooler Wisdom – Fourth Quarter 2012
Click the link below to read our musings on the economy for fodder at your next water cooler conversation. Read About Current Market Conditions For more information, please contact Michele Suriano at 303-725-7086.
Water Cooler Wisdom: 2nd Quarter 2012
Castle Rock Investment Company conducts a thorough market analysis each quarter. We have put together few highlights on why it was a long hot summer with languishing markets Supreme Court decision upheld the individual mandate: On June 29th PLANSPONSOR.com reported a “Reaction Survey” completed the previous day by the International Foundation of Employee Benefit Plans […]
Water Cooler Wisdom: Market Uncertainty with Fabulous TV Drama
First we have to highlight the outstanding return (USD based) on equities in the first quarter of 2012! 12.6% for the S&P 500 Index 11.0% for the MSCI EAFE Index 14.1% for the MSCI Emerging Markets Index Informed investors knew the markets were long overdue to rise based upon the fundamentals, but what’s next? Of […]
Final 408(b)(2) Rule Released
Calling all plan sponsors! The regulation you have been waiting for is finally here. The Department of Labor issued the final 408(b)(2) regulation last week with the compliance date extended to July 1, 2012. Service providers are finally required to disclose how much they charge you and your plan for the services they provide. In […]