Plan sponsors that focus on health and wealth are often more likely to implement other benefits that they would not have been considered before, including life insurance, supplemental health benefits, and executive and retiree medical and retirement benefits, Caldwell added.
WisdomTree’s DGRW combines dividend growth, profitability, and balance sheet strength to help advisors navigate shifting correlations and market stress. The fund aims to provide a disciplined alternative to traditional cap-weighted core equity strategies.
Spurred on by Trump and Bessent expectations for rate cuts are reaching fever pitch with markets starting to price in small chance of half point cut.