Access thought leadership resources to stay up to date on industry trends and market updates


Market insights

Gain a deeper understanding of the thinking behind investment philosophies with the guidance of our Chief Market Strategist.


Q4 market commentary

A listen-only State of the Market call with Scott D. Knapp, Chief Market Strategist at Cuna Mutual Group Fiduciary Consultants, addressing the current market and policies impacting our world today.

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On demand 

SECURE 2.0 impact to retirement

What’s changed since our last webcast? What legislative direction is needed? Access this webinar replay for another insightful conversation with Ilene Ferenczy and Sarah Simoneaux as they address the SECURE 2.0 impact to retirement. Recorded live November 2, 2023. 

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On demand

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Voice of the American worker 

Franklin Templeton’s ‘Voice of the American Worker Survey’ indicates a desire for personalization and workplace assistance to achieve a reimagined retirement where financial health plays an integral part of overall well-being. Recorded June 15, 2023.

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