Showing our 403(b) Insights article library.

Show all >


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

Read more


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.

Read more


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…

Read more


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?

Read more


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.

Read more