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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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Jun 2019Fiduciary Breach Lawsuit Issues Explored Topic #1: Active Versus Passive Investments
With more than 100 lawsuits filed against fiduciaries of defined contribution retirement plans, litigation has plagued the retirement plan industry over the past decade. In our Fiduciary Breach Lawsuit Series, we provide an in-depth exploration of each of the claims.
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May 2019A Closer Look: Decumulation Confusion
Just as the accumulation of sufficient assets for retirement is critical to a successful retirement outcome, proper decumulation, or the spending of those assets throughout retirement, is equally important.
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