403(b) Curriculum Library


14

Dec 2016

Cammack Retirement Investment Brief: No Surprises from the Fed

The Federal Reserve concluded its final policy meeting of the year and as expected, raised the benchmark interest rate 25 basis points to a range of 0.50% to 0.75%.  Bond yields have moved sharply higher in recent weeks in anticipation of the Fed’s announcement. Fed officials also signaled a…

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12

Dec 2016

Mutual Fund Share Class Evaluation: A Focus on "Net" Costs

Increasingly, retirement plan sponsors are looking to attain the lowest share class available for participants; however, in some cases, that decision requires careful analysis. Below, we explore the expense ratios associated with mutual funds that offer multiple share classes. An expense ratio is…

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07

Dec 2016

Cammack Retirement Investment Brief: Italy Referendum - Investor Basics

Italians overwhelming rejected constitutional changes aimed at streamlining lawmaking and boosting competitiveness, marking a sobering start to what could be a defining year ahead for the European Union.  On December 4th 2016, 59% of voters voted "no" to the referendum sought by Prime Minister …

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