Showing entries from 2019.
23
Aug 2019Improving Retirement Readiness Through Plan Design: Examples From Plan Sponsors
Many plan sponsors are focused on increasing their employees' retirement readiness. With communication and education initiatives falling short, some have turned to plan design to help drive better outcomes.
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Aug 2019Chart of the Month: Is it Time to Start Worrying about the Housing Market Again?
With house prices outpacing incomes and the market bracing for an economic slowdown, is time to start worrying about the housing market again?
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Aug 2019Fiduciary Breach Lawsuit Issues Explored - Topic #3: Too Many Investment Options
In our Fiduciary Breach Lawsuit Series, we provide an in-depth exploration of each of the claims. This month, we explore the issue of too many investment options.
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Jul 2019Decumulation Confusion: The 4% Rule
In part-three of our decumulation series, we discuss the 4% Rule, a time-honored method of withdrawing funds from retirement plans and annuities.
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Jul 2019Dividends and the Power of Compounding
Dividends play an important role in the returns of equity portfolios and indices, especially in a low-interest rate environment, where income generation is more difficult. We take a closer look at dividends and their benefits.
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Jul 2019Chart of the Month: Can Mid-Cycle Rate Cuts Renew the Bull Market?
Slowing global growth, muted inflation pressures, and escalating trade tensions have led investors to wonder whether the Fed will cut rates as “insurance“ against rising recession risks.
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Jul 2019Fiduciary Breach Lawsuit Issues Explored - Topic #2: Asset-Based vs. Per-Participant Fees
In our Fiduciary Breach Lawsuit Series, we provide an in-depth exploration of each of the claims. This month, we explore the issue of asset-based versus per-participant fees.
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Jun 2019Decumulation Confusion: The Annuity Conundrum
In part-two of our decumulation series, we discuss annuities; the presence and promotion of which as a decumulation solution is perplexing to many retirement plan participants and retirees.
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Jun 2019Chart of the Month: The Yield Curve is Flashing a Warning Signal
Every recession in the last 50 years has been preceded by an inverted yield curve. So, while economic indicators remain strong, the latest inversion of the yield curve may be sending a warning that an economic slowdown could be coming.
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Jun 2019China A-Shares: The Implications for U.S. Investors
Emerging markets have become an important part of retirement portfolios for many U.S. investors. Recently, global index providers such as MSCI and FTSE announced that they will gradually increase the inclusion of stocks from companies incorporated and traded on mainland China in their global and int…
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