403(b) Curriculum Library

Showing entries with the topic “Investments”.

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Jun 2018

Socially Responsible Investing: What Retirement Plan Sponsors Need to Know

Interest in environmental, social and governance (ESG) investing has soared, however, the way in which retirement plan sponsors approach ESG-focused investment strategies can be a point of confusion. We explore the latest DOL guidance and the key issues of which plan sponsors need to be aware.

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May 2018

The Impact of Technology Stocks on Retirement Portfolios

The increasing concentration of technology stocks in mutual funds - and the recent selloff of these company shares - have raised questions as to whether investors are over-exposed to technology giants and potentially at risk for bigger market downturns.

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Feb 2018

Revisiting the Active versus Passive Debate in Today's Markets

Recently, we have seen a considerable increase in volatility in the market, with wide swings in the major market indices.  The volatility started with the announcement of the highest annualized wage growth since June 2009, which ignited renewed fears of inflation.  However, the outsized mo…

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Jan 2018

Currency Movements and the Effect on Retirement Plan Investments

Currencies can have a significant effect on the overall economy. Since the U.S.dollar is the global currency, any significant change in its value ripples throughout financial markets. After years of a strong dollar, what will its recent weakening mean for retirement plan investors?

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