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Special Reports

What Does the Vanguard Partnership with Infosys Mean for My Plan? A Q&A Assessment

On July 14th Vanguard announced a new partnership with Infosys, a global Information technology consulting firm headquartered in India. Under this new partnership, effective October 12th, Infosys will provide recordkeeping services and technology enhancements to the Vanguard recordkeeping platform. Since the announcement, PEI has had numerous conversations with the senior leadership teams of both Vanguard […]

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CARES Act Is Enacted Into Law

The Coronavirus Aid, Relief, and Economic Security (CARES) Act was passed unanimously by the U.S. Senate on Wednesday, March 25, 2020. On Friday, March 27, 2020, the U.S. House of Representatives passed the CARES Act by voice vote and President Donald Trump signed the bill into law later that same day. The $2 trillion stimulus […]

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Market Observations Amid COVID-19 Outbreak

Scott Rubin, PEI’s Director of Research, shares market and investment observations amid coronavirus-fueled market volatility. Equity While equity markets have previously experienced declines of greater magnitude, the velocity of this decline is unprecedented. The S&P 500 declined 35.4% from the February 19, 2020 high to the March 23, 2020 low. The energy sector dropped more […]

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