403(b) Curriculum Library

Showing entries with the topic “Investments”.

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Sep 2018

Chart of the Month: Percentage Change From 52-Week High

As the S&P 500 Index soared to an all-time high in August amid further gains in the economy and booming corporate profits, a quick snapshot of other asset classes reveals significantly diverging performance over the past 52 weeks.

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Aug 2018

Chart of the Month: The Yield Curve is an Historic Recession Indicator

Source: Federal Reserve Bank of St. Louis, National Bureau of Economic Research*Recessions are shaded Market Observations The U.S. yield curve – specifically, the difference between 10-year and 2-year Treasury yields, has generated significant market interest in recent months. With the Federal…

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Jul 2018

Navigating Retirement Portfolios During Market Volatility

After a long period of relatively strong returns, global equity markets gave way to a bout of volatility that has been disconcerting for some retirement plan participants. What steps can investors take to protect their retirement portfolios during market downturns?

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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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