Insights


19

Oct 2018

Retirement Plan Auto-Portability

Retirement plan auto-portability has been popular in retirement media lately, due in large part to the firm that has pioneered the concept, Retirement Clearinghouse (RCH). But what exactly is auto-portability and does its effectiveness live up to the hype?

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19

Oct 2018

How Changes in the Housing Market Can Affect Retirement Savings

According to the Federal Reserve, household net worth, or the value of all assets less liabilities, rose by nearly $2.2 trillion in the second quarter to a record $106.9 trillion. In many cases, a large percentage of this increase in net worth has been driven by home ownership and rising real estate…

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19

Oct 2018

Chart of the Month: Stock Valuations are Stretched by this Measure

One of Warren Buffett’s favorite valuation measures, Stock Market Capitalization to Gross Domestic Product, is flashing a warning sign for stocks. This simple valuation measure is used to assess whether a country’s stock market is overvalued or undervalued, compared to its historical average

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20

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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22

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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