Showing entries with the topic “Investments”.
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Aug 2019Positioning a Portfolio for Recession
Slowing economic growth and a flat yield curve may be signaling a potential recession on the horizon. As certain asset classes perform better than others in a recession, we explore the steps retirement plan investors can take to help protect their portfolios.
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Aug 2019Case Study: Growth through Acquisition and the Impact on Retirement Plans
The dynamic healthcare industry continues to see significant merger and acquisition activity, and combining the retirement plans of newly acquired entities can be complicated. Learn how WMCHealth has successfully integrated plans while enhancing the benefits for both new and existing employees
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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 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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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 2019Case Study: A University’s Holistic Approach to Maximizing Retirement Plan Benefits
Learn how the University of Pittsburgh created a best-in-class retirement plan program as part of a large-scale focus to provide better services, communications, and outcomes to nearly-25,000 retirement plan participants.
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