Our Blog - Surety Matters

The art we choose to value contributes to our stories—those we tell and those that will be told about us. Whether you have a few cherished antiques, splurged on a work of modern art that…
Read Moreabout Estate Planning For Art Collectors

  Consider this: there are now more real estate agents than houses for sale, according to the National Association of Realtors (NAR). Contractors who can build or renovate homes are in high demand as the…
Read Moreabout Home Sweet Home: Builders Please!

After the pandemic of 1918, the 1920s came roaring in. Will the same expansive pattern occur this century? Construction industry experts see reason for optimism looking ahead over the next six months.  Contractor Confidence On…
Read Moreabout Roaring 20s? Building Optimism

Retirement plan fiduciaries are responsible for these answers—no matter how big or small the plan and the company are. In the event of legal and compliance challenges, big companies face big-dollar lawsuits (like Blackrock’s recent…
Read Moreabout Pop Quiz: Plan Fees? Investment Options?

   Fidelity Investments’ 2021State of Retirement Study found that many plan participants would benefit from increased knowledge about the fundamentals of secure retirement. Here are some helpful points of emphasis for communications with plan participants….
Read Moreabout Lots To Learn: Retirement Savings

 While creating your estate plan, don’t forget to also arm your loved ones with information about how they can best care for you in the event you become incapacitated. Legal experts provide pointers for making…
Read Moreabout Count Yourself In: Consider a Trust

Probate law governs the ultimate resolution of our affairs: wills, trusts, estates (or the lack thereof) and the associated debts, taxes and so on. How does probate law evolve to keep up with the times,…
Read Moreabout Keeping Up With the Times: Probate Law

  The Employee Retirement Income Security Act (ERISA) was passed in 1974. Think about how much has changed since then! No wonder there is increasing pressure for thorough regulatory updates to better protect the trillions…
Read Moreabout Overdue: Updated Protection Plans

First quarter studies show that women are rowing hard to gain financial ground after the disruptions of 2020. The trends provide retirement plan sponsors with valuable insights to inform plan design and communications. Expect The…
Read Moreabout Rowing Forward: Women and Retirement Savings