Morningstar established its ‘style box’ nearly 30 years ago. Since then, the style box has become the primary method for classifying stock mutual funds by investment advisors. Morningstar’s style box uses two main factors – size and style scores. Size scores ...
The Setting Every Community Up for Retirement (SECURE) Act was signed into law in December 2019. The Act is the most substantive ...
The U.S. economy continued to muddle through in 2019, slowing from the prior year’s quicker pace. Real GDP grew at an annual rate ...
This past decade of January 2010 to December 2019 provided investors with extraordinary returns, consistently rising, with ...
We are pleased to share that Greg Johnson has joined Multnomah Group as a senior consultant and the director of ERISA technical ...
Sign-up to receive our blog posts straight to your inbox.
On Nov. 7, 2019, the Securities and Exchange Commission’s (SEC) Office of Compliance Inspections and Examinations (OCIE) issued a ...
The Internal Revenue Service (IRS) has announced the cost‑of‑living adjustments affecting pension plans and other ...
Every client we work with has established committees that are responsible for providing oversight, governance, and ultimately ...
When anticipating a merger or acquisition, coordinating and analyzing the impact of changes in employee benefits is often the ...
The U.S. economy has steadily slowed in 2019, from 3.0% in the first quarter to 2.0% for the second quarter (most recent ...
Multnomah Group is proud to share that our managing principal, Erik Daley, and our principal, Brian Montanez, have been named to ...