At the start of this week, Tim and I attended one of the most prolific hedge fund conferences in the nation. We got to hear from billionaires like Paul Singer, C-Suite & Directors from Goldman, Citi, and JP, and the Chief Investment Officers of Apollo Management, Bridgewater, and other massive funds. Here’s what they said about 2023 and how they are navigating.

The 2023 omnibus spending bill, formally called the 2023 Consolidated Appropriations Act, included a significant number of changes for employer-sponsored retirement plans. These changes are referred to in the CAA as “Secure 2.0”, here are the highlights.

We collected the 2023 Market Outlooks from the most well-respected management firms on Wall St.

If you are an employer in Colorado and you have more than 5 employees, you will need to either initiate a private retirement plan for your company or enroll in the state-sponsored Colorado Secure Savings Program.